MCILX Mutual Fund

NAV$21.78

Returns Overview

1 Month
-0.46%
3 Months
+11.84%
6 Months
+9.86%
YTD
+8.49%
1 Year
+17.42%
3 Years (annualized)
+9.50%
5 Years (annualized)
+1.14%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCILX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+9.13%
vs Peers
-0.64%

MCILX Mutual Fund Performance

MCILX performance across multiple time periods: 1-month -0.46%, YTD 8.49%, 1-year 17.42%, 3-year 9.50%, 5-year 1.14%, 10-year 7.29%.

MCILX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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