MCFCX Mutual Fund

NAV$13.63

Returns Overview

1 Month
+1.30%
3 Months
+8.69%
6 Months
+8.40%
YTD
+7.98%
1 Year
+13.11%
3 Years (annualized)
+7.06%
5 Years (annualized)
+3.32%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFCX 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
ICE BofA All Yield Alternatives US Convertibles Index(ICEBOAAYALTUSCONI)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+18.00%
vs Peers
-10.02%

MCFCX Mutual Fund Performance

MCFCX performance across multiple time periods: 1-month 1.30%, YTD 7.98%, 1-year 13.11%, 3-year 7.06%, 5-year 3.32%, 10-year 5.28%.

MCFCX returns trail the peer average of 18.00% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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