MCFIX Mutual Fund

NAV$8.70

Returns Overview

1 Month
-1.47%
3 Months
-1.81%
6 Months
-2.68%
YTD
-2.79%
1 Year
-1.45%
3 Years (annualized)
+1.54%
5 Years (annualized)
-1.50%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFIX 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)
-2.79%
Peer Avg (YTD)
+3.23%
vs Peers
-6.02%

MCFIX Mutual Fund Performance

MCFIX performance across multiple time periods: 1-month -1.47%, YTD -2.79%, 1-year -1.45%, 3-year 1.54%, 5-year -1.50%, 10-year 1.17%.

MCFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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