MCARX Mutual Fund

MCARX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
-0.24%
3 Months
+0.95%
6 Months
+2.02%
YTD
+3.16%
1 Year
+7.08%
3 Years (annualized)
+7.44%
5 Years (annualized)
+3.00%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+3.39%
vs Peers
-0.23%

MCARX Mutual Fund Performance

MCARX performance across multiple time periods: 1-month -0.24%, YTD 3.16%, 1-year 7.08%, 3-year 7.44%, 5-year 3.00%, 10-year 5.35%.

MCARX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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