MCCRX Mutual Fund

NAV$18.94

Returns Overview

1 Month
+6.74%
3 Months
+20.47%
6 Months
+19.26%
YTD
+18.00%
1 Year
+15.99%
3 Years (annualized)
+14.00%
5 Years (annualized)
+9.02%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCCRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.00%
Peer Avg (YTD)
+18.52%
vs Peers
-0.52%

MCCRX Mutual Fund Performance

MCCRX performance across multiple time periods: 1-month 6.74%, YTD 18.00%, 1-year 15.99%, 3-year 14.00%, 5-year 9.02%, 10-year 15.33%.

MCCRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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