MCINX Mutual Fund

NAV$23.74

Returns Overview

1 Month
+1.98%
3 Months
+16.58%
6 Months
+21.12%
YTD
+20.09%
1 Year
+31.70%
3 Years (annualized)
+15.58%
5 Years (annualized)
+7.93%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCINX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+20.09%
Peer Avg (YTD)
+18.00%
vs Peers
+2.09%

MCINX Mutual Fund Performance

MCINX performance across multiple time periods: 1-month 1.98%, YTD 20.09%, 1-year 31.70%, 3-year 15.58%, 5-year 7.93%, 10-year 11.71%.

MCINX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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