MCFIX Mutual Fund

MCFIX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+2.02%
3 Months
-1.26%
6 Months
-2.20%
YTD
-1.89%
1 Year
-5.27%
3 Years (annualized)
+2.75%
5 Years (annualized)
-1.77%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFIX 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
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📉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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.89%
Peer Avg (YTD)
+1.93%
vs Peers
-3.82%

MCFIX Mutual Fund Performance

MCFIX performance across multiple time periods: 1-month 2.02%, YTD -1.89%, 1-year -5.27%, 3-year 2.75%, 5-year -1.77%, 10-year 1.00%.

MCFIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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