MCBAX Mutual Fund

NAV$12.56

Returns Overview

1 Month
+1.78%
3 Months
+13.47%
6 Months
+9.20%
YTD
+8.17%
1 Year
+23.92%
3 Years (annualized)
+16.19%
5 Years (annualized)
+10.70%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+9.49%
vs Peers
-1.32%

MCBAX Mutual Fund Performance

MCBAX performance across multiple time periods: 1-month 1.78%, YTD 8.17%, 1-year 23.92%, 3-year 16.19%, 5-year 10.70%, 10-year 11.42%.

MCBAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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