MCCAX Mutual Fund

NAV$5.49

Returns Overview

1 Month
+0.94%
3 Months
+3.07%
6 Months
+2.45%
YTD
+2.45%
1 Year
+7.32%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.28%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCCAX 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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+1.98%
vs Peers
+0.47%

MCCAX Mutual Fund Performance

MCCAX performance across multiple time periods: 1-month 0.94%, YTD 2.45%, 1-year 7.32%, 3-year 3.19%, 5-year -0.28%, 10-year 1.17%.

MCCAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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