MCDFX Mutual Fund

NAV$15.47

Returns Overview

1 Month
-0.92%
3 Months
-2.78%
6 Months
+13.85%
YTD
+31.99%
1 Year
+29.42%
3 Years (annualized)
+5.66%
5 Years (annualized)
-0.45%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDFX 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
MSCI China Index(^MH302400)
This Mutual Fund (YTD)
+31.99%
Peer Avg (YTD)
+28.45%
vs Peers
+3.53%

MCDFX Mutual Fund Performance

MCDFX performance across multiple time periods: 1-month -0.92%, YTD 31.99%, 1-year 29.42%, 3-year 5.66%, 5-year -0.45%, 10-year 6.36%.

MCDFX returns outperform the peer average of 28.45% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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