MCSSX Mutual Fund

NAV$38.10

Returns Overview

1 Month
+5.70%
3 Months
+8.61%
6 Months
+5.23%
YTD
+5.06%
1 Year
-0.19%
3 Years (annualized)
+7.84%
5 Years (annualized)
+6.87%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+9.51%
vs Peers
-4.45%

MCSSX Mutual Fund Performance

MCSSX performance across multiple time periods: 1-month 5.70%, YTD 5.06%, 1-year -0.19%, 3-year 7.84%, 5-year 6.87%, 10-year 11.08%.

MCSSX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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