MCARX Mutual Fund

NAV$16.53

Returns Overview

1 Month
-0.18%
3 Months
+0.55%
6 Months
+1.22%
YTD
+2.35%
1 Year
+7.41%
3 Years (annualized)
+7.72%
5 Years (annualized)
+3.20%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCARX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+4.14%
vs Peers
-1.79%

MCARX Mutual Fund Performance

MCARX performance across multiple time periods: 1-month -0.18%, YTD 2.35%, 1-year 7.41%, 3-year 7.72%, 5-year 3.20%, 10-year 5.50%.

MCARX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

MCARX performance comparison shows side-by-side returns with another fund. MCARX alternatives are available in the Mutual Fund Screener.