MCDWX Mutual Fund

MCDWX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+0.32%
3 Months
-0.00%
6 Months
-0.41%
YTD
+1.22%
1 Year
+3.21%
3 Years (annualized)
+5.86%
5 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDWX 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)
+1.22%
Peer Avg (YTD)
+4.75%
vs Peers
-3.53%

MCDWX Mutual Fund Performance

MCDWX performance across multiple time periods: 1-month 0.32%, YTD 1.22%, 1-year 3.21%, 3-year 5.86%, 5-year 1.48%.

MCDWX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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