MCISX Mutual Fund

NAV$20.52

Returns Overview

1 Month
-2.89%
3 Months
-2.10%
6 Months
-1.77%
YTD
+6.38%
1 Year
+27.70%
3 Years (annualized)
+20.26%
5 Years (annualized)
+7.71%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCISX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+9.16%
vs Peers
-2.79%

MCISX Mutual Fund Performance

MCISX performance across multiple time periods: 1-month -2.89%, YTD 6.38%, 1-year 27.70%, 3-year 20.26%, 5-year 7.71%, 10-year 9.78%.

MCISX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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