MCBXX Mutual Fund

MCBXX Mutual Fund

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Returns Overview

3 Months
+0.67%
6 Months
+1.07%
YTD
+1.93%
1 Year
+2.40%
3 Years (annualized)
+3.31%
5 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.21%
vs Peers
-0.29%

MCBXX Mutual Fund Performance

MCBXX performance across multiple time periods: YTD 1.93%, 1-year 2.40%, 3-year 3.31%, 5-year 2.79%.

MCBXX returns trail the peer average of 2.21% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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