MCSAX Mutual Fund

NAV$4.22

Returns Overview

1 Month
-8.35%
3 Months
-6.02%
6 Months
+12.78%
YTD
+12.78%
1 Year
+25.29%
3 Years (annualized)
+12.63%
5 Years (annualized)
+9.13%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+8.71%
vs Peers
+4.07%

MCSAX Mutual Fund Performance

MCSAX performance across multiple time periods: 1-month -8.35%, YTD 12.78%, 1-year 25.29%, 3-year 12.63%, 5-year 9.13%, 10-year 5.85%.

MCSAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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