MCSOX Mutual Fund

NAV$4.24

Returns Overview

1 Month
-8.39%
3 Months
-6.05%
6 Months
+12.53%
YTD
+12.53%
1 Year
+25.03%
3 Years (annualized)
+12.23%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSOX 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)
+12.53%
Peer Avg (YTD)
+8.71%
vs Peers
+3.82%

MCSOX Mutual Fund Performance

MCSOX performance across multiple time periods: 1-month -8.39%, YTD 12.53%, 1-year 25.03%, 3-year 12.23%, 5-year 8.83%.

MCSOX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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