MCSRX Mutual Fund

NAV$4.32

Returns Overview

1 Month
-8.11%
3 Months
-5.77%
6 Months
+13.02%
YTD
+13.02%
1 Year
+25.93%
3 Years (annualized)
+12.98%
5 Years (annualized)
+9.51%
10 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSRX 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 Commodity Index(BCOM)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+8.71%
vs Peers
+4.31%

MCSRX Mutual Fund Performance

MCSRX performance across multiple time periods: 1-month -8.11%, YTD 13.02%, 1-year 25.93%, 3-year 12.98%, 5-year 9.51%, 10-year 6.16%.

MCSRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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