MCFOX Mutual Fund

NAV$4.01

Returns Overview

1 Month
-1.99%
3 Months
+23.18%
6 Months
+11.98%
YTD
+11.75%
1 Year
+17.00%
3 Years (annualized)
+25.15%
5 Years (annualized)
+15.11%
10 Years (annualized)
+21.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFOX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+8.97%
vs Peers
+2.78%

MCFOX Mutual Fund Performance

MCFOX performance across multiple time periods: 1-month -1.99%, YTD 11.75%, 1-year 17.00%, 3-year 25.15%, 5-year 15.11%, 10-year 21.41%.

MCFOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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