MCBYX Mutual Fund

MCBYX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-1.26%
3 Months
-0.43%
6 Months
-0.33%
YTD
+0.13%
1 Year
+3.75%
3 Years (annualized)
+5.30%
5 Years (annualized)
-0.65%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBYX 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)
+0.13%
Peer Avg (YTD)
+0.12%
vs Peers
+0.01%

MCBYX Mutual Fund Performance

MCBYX performance across multiple time periods: 1-month -1.26%, YTD 0.13%, 1-year 3.75%, 3-year 5.30%, 5-year -0.65%, 10-year 1.64%.

MCBYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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