MCBWX Mutual Fund

MCBWX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-0.11%
3 Months
-1.11%
6 Months
-2.63%
YTD
-0.45%
1 Year
+1.47%
3 Years (annualized)
+4.25%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBWX 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
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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)
-0.45%
Peer Avg (YTD)
+2.15%
vs Peers
-2.60%

MCBWX Mutual Fund Performance

MCBWX performance across multiple time periods: 1-month -0.11%, YTD -0.45%, 1-year 1.47%, 3-year 4.25%, 5-year -0.06%, 10-year 1.70%.

MCBWX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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