MCINX Mutual Fund

MCINX Mutual Fund

NAV$23.52
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Returns Overview

1 Month
-2.84%
3 Months
+3.25%
6 Months
+13.05%
YTD
+17.68%
1 Year
+25.84%
3 Years (annualized)
+13.54%
5 Years (annualized)
+7.58%
10 Years (annualized)
+10.88%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+17.68%
Peer Avg (YTD)
+13.29%
vs Peers
+4.39%

MCINX Mutual Fund Performance

MCINX performance across multiple time periods: 1-month -2.84%, YTD 17.68%, 1-year 25.84%, 3-year 13.54%, 5-year 7.58%, 10-year 10.88%.

MCINX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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