MCFAX Mutual Fund

NAV$13.90

Returns Overview

1 Month
+1.32%
3 Months
+8.84%
6 Months
+8.59%
YTD
+8.26%
1 Year
+13.70%
3 Years (annualized)
+7.60%
5 Years (annualized)
+2.77%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA All Yield Alternatives US Convertibles Index(ICEBOAAYALTUSCONI)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+18.00%
vs Peers
-9.74%

MCFAX Mutual Fund Performance

MCFAX performance across multiple time periods: 1-month 1.32%, YTD 8.26%, 1-year 13.70%, 3-year 7.60%, 5-year 2.77%, 10-year 5.27%.

MCFAX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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