MCBXX Mutual Fund

MCBXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.21%
3 Months
+0.63%
6 Months
+1.26%
YTD
+1.48%
1 Year
+2.75%
3 Years (annualized)
+3.52%
5 Years (annualized)
+2.70%

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)
+1.48%
Peer Avg (YTD)
+1.18%
vs Peers
+0.31%

MCBXX Mutual Fund Performance

MCBXX performance across multiple time periods: 1-month 0.21%, YTD 1.48%, 1-year 2.75%, 3-year 3.52%, 5-year 2.70%.

MCBXX returns outperform the peer average of 1.18% 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.