MCFAX Mutual Fund

MCFAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+0.96%
3 Months
+5.39%
6 Months
+7.08%
YTD
+9.29%
1 Year
+14.06%
3 Years (annualized)
+7.22%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.99%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All Yield Alternatives US Convertibles Index(ICEBOAAYALTUSCONI)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+13.29%
vs Peers
-3.99%

MCFAX Mutual Fund Performance

MCFAX performance across multiple time periods: 1-month 0.96%, YTD 9.29%, 1-year 14.06%, 3-year 7.22%, 5-year 2.96%, 10-year 4.99%.

MCFAX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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