MCBWX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.42%
3 Months
+0.80%
6 Months
+0.98%
YTD
+1.09%
1 Year
+4.08%
3 Years (annualized)
+4.56%
5 Years (annualized)
+0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+3.23%
vs Peers
-2.14%

MCBWX Mutual Fund Performance

MCBWX performance across multiple time periods: 1-month 0.42%, YTD 1.09%, 1-year 4.08%, 3-year 4.56%, 5-year 0.43%.

MCBWX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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