MCDSX Mutual Fund

MCDSX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-0.59%
3 Months
-0.07%
6 Months
+0.11%
YTD
+0.58%
1 Year
+3.65%
3 Years (annualized)
+5.19%
5 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDSX 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 Intermediate Credit Index
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+2.39%
vs Peers
-1.81%

MCDSX Mutual Fund Performance

MCDSX performance across multiple time periods: 1-month -0.59%, YTD 0.58%, 1-year 3.65%, 3-year 5.19%, 5-year 1.00%.

MCDSX returns trail the peer average of 2.39% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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