MCTRX Mutual Fund

NAV$26.02

Returns Overview

1 Month
+0.27%
3 Months
+4.50%
6 Months
+9.33%
YTD
+12.01%
1 Year
+20.75%
3 Years (annualized)
+14.66%
5 Years (annualized)
+6.53%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+5.93%
vs Peers
+6.08%

MCTRX Mutual Fund Performance

MCTRX performance across multiple time periods: 1-month 0.27%, YTD 12.01%, 1-year 20.75%, 3-year 14.66%, 5-year 6.53%, 10-year 7.00%.

MCTRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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