MNCIX Mutual Fund

NAV$13.51

Returns Overview

1 Month
+0.52%
3 Months
+3.26%
6 Months
+1.57%
YTD
+1.50%
1 Year
+4.80%
3 Years (annualized)
+6.20%
5 Years (annualized)
+2.43%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNCIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+4.14%
vs Peers
-2.65%

MNCIX Mutual Fund Performance

MNCIX performance across multiple time periods: 1-month 0.52%, YTD 1.50%, 1-year 4.80%, 3-year 6.20%, 5-year 2.43%, 10-year 4.40%.

MNCIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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