MFCCX Mutual Fund

NAV$39.20

Returns Overview

1 Month
-3.80%
3 Months
+2.43%
6 Months
+5.49%
YTD
+11.21%
1 Year
+28.43%
3 Years (annualized)
+16.34%
5 Years (annualized)
+13.29%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+10.82%
vs Peers
+0.39%

MFCCX Mutual Fund Performance

MFCCX performance across multiple time periods: 1-month -3.80%, YTD 11.21%, 1-year 28.43%, 3-year 16.34%, 5-year 13.29%, 10-year 15.79%.

MFCCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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