MZCIX Mutual Fund

NAV$9.53

Returns Overview

1 Month
-1.45%
3 Months
-0.52%
6 Months
-2.76%
YTD
-2.26%
1 Year
+4.52%
3 Years (annualized)
+5.75%
5 Years (annualized)
+2.06%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZCIX 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
ICE Bank of America Merrill Lynch Global Corporate & High Yield Index
This Mutual Fund (YTD)
-2.26%
Peer Avg (YTD)
+0.99%
vs Peers
-3.25%

MZCIX Mutual Fund Performance

MZCIX performance across multiple time periods: 1-month -1.45%, YTD -2.26%, 1-year 4.52%, 3-year 5.75%, 5-year 2.06%, 10-year 3.38%.

MZCIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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