MCBXX Mutual Fund

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Returns Overview

1 Month
+0.21%
3 Months
+0.63%
6 Months
+1.27%
YTD
+1.27%
1 Year
+2.81%
3 Years (annualized)
+3.56%
5 Years (annualized)
+2.66%

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
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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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+1.70%
vs Peers
-0.43%

MCBXX Mutual Fund Performance

MCBXX performance across multiple time periods: 1-month 0.21%, YTD 1.27%, 1-year 2.81%, 3-year 3.56%, 5-year 2.66%.

MCBXX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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