MTCHX Mutual Fund

NAV$68.88

Returns Overview

1 Month
-5.06%
3 Months
+4.44%
6 Months
+9.00%
YTD
+11.44%
1 Year
+32.66%
3 Years (annualized)
+35.79%
5 Years (annualized)
+21.38%
10 Years (annualized)
+26.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCHX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+16.06%
vs Peers
-4.62%

MTCHX Mutual Fund Performance

MTCHX performance across multiple time periods: 1-month -5.06%, YTD 11.44%, 1-year 32.66%, 3-year 35.79%, 5-year 21.38%, 10-year 26.18%.

MTCHX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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