MCBXX Mutual Fund

MCBXX Mutual Fund

NAV$1.00
See how much of MCBXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
+0.64%
6 Months
+1.28%
YTD
+1.70%
1 Year
+2.70%
3 Years (annualized)
+3.47%
5 Years (annualized)
+2.75%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+2.25%
vs Peers
-0.54%

MCBXX Mutual Fund Performance

MCBXX performance across multiple time periods: 1-month 0.22%, YTD 1.70%, 1-year 2.70%, 3-year 3.47%, 5-year 2.75%.

MCBXX returns trail the peer average of 2.25% 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.