MCIFX Mutual Fund

MCIFX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
+0.58%
3 Months
+3.03%
6 Months
+7.51%
YTD
+10.31%
1 Year
+13.46%
3 Years (annualized)
+8.24%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCIFX 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
ICE BofA All Yield Alternatives US Convertibles Index(ICEBOAAYALTUSCONI)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+12.29%
vs Peers
-1.97%

MCIFX Mutual Fund Performance

MCIFX performance across multiple time periods: 1-month 0.58%, YTD 10.31%, 1-year 13.46%, 3-year 8.24%, 5-year 3.79%, 10-year 5.63%.

MCIFX returns trail the peer average of 12.29% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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