MCFIX Mutual Fund

MCFIX Mutual Fund

NAV$8.44
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Returns Overview

3 Months
-0.95%
6 Months
-2.65%
YTD
-0.64%
1 Year
+2.25%
3 Years (annualized)
+1.73%
5 Years (annualized)
-1.71%
10 Years (annualized)
+1.07%

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
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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+2.15%
vs Peers
-2.79%

MCFIX Mutual Fund Performance

MCFIX performance across multiple time periods: YTD -0.64%, 1-year 2.25%, 3-year 1.73%, 5-year -1.71%, 10-year 1.07%.

MCFIX returns trail the peer average of 2.15% 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.