MFCPX Mutual Fund

MFCPX Mutual Fund

NAV$27.42
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Returns Overview

1 Month
+0.89%
3 Months
-3.57%
6 Months
-1.45%
YTD
+12.41%
1 Year
+14.87%
3 Years (annualized)
+21.27%
5 Years (annualized)
+8.43%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+10.76%
vs Peers
+1.65%

MFCPX Mutual Fund Performance

MFCPX performance across multiple time periods: 1-month 0.89%, YTD 12.41%, 1-year 14.87%, 3-year 21.27%, 5-year 8.43%, 10-year 11.34%.

MFCPX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

MFCPX vs another fund shows side-by-side returns. MFCPX alternatives are available in the Mutual Fund Screener.