MCIMX Mutual Fund

MCIMX Mutual Fund

NAV$26.60
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Returns Overview

1 Month
+0.69%
3 Months
+5.54%
6 Months
+8.32%
YTD
+18.75%
1 Year
+20.08%
3 Years (annualized)
+14.78%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCIMX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.75%
Peer Avg (YTD)
+9.89%
vs Peers
+8.86%

MCIMX Mutual Fund Performance

MCIMX performance across multiple time periods: 1-month 0.69%, YTD 18.75%, 1-year 20.08%, 3-year 14.78%, 5-year 9.46%, 10-year 9.95%.

MCIMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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