MCIFX Mutual Fund

NAV$13.80

Returns Overview

1 Month
+1.39%
3 Months
+8.94%
6 Months
+8.89%
YTD
+8.55%
1 Year
+14.24%
3 Years (annualized)
+8.15%
5 Years (annualized)
+3.49%
10 Years (annualized)
+5.90%

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
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)
+8.55%
Peer Avg (YTD)
+18.00%
vs Peers
-9.45%

MCIFX Mutual Fund Performance

MCIFX performance across multiple time periods: 1-month 1.39%, YTD 8.55%, 1-year 14.24%, 3-year 8.15%, 5-year 3.49%, 10-year 5.90%.

MCIFX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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