MCLOX Mutual Fund

MCLOX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
+1.97%
3 Months
+0.75%
6 Months
+3.83%
YTD
+7.41%
1 Year
+14.03%
3 Years (annualized)
+13.40%
5 Years (annualized)
+4.86%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCLOX 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+6.28%
vs Peers
+1.12%

MCLOX Mutual Fund Performance

MCLOX performance across multiple time periods: 1-month 1.97%, YTD 7.41%, 1-year 14.03%, 3-year 13.40%, 5-year 4.86%, 10-year 7.04%.

MCLOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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