MCLOX Mutual Fund

MCLOX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-1.62%
3 Months
+2.06%
6 Months
+3.05%
YTD
+5.34%
1 Year
+14.48%
3 Years (annualized)
+11.73%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.74%

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)
+5.34%
Peer Avg (YTD)
+5.54%
vs Peers
-0.20%

MCLOX Mutual Fund Performance

MCLOX performance across multiple time periods: 1-month -1.62%, YTD 5.34%, 1-year 14.48%, 3-year 11.73%, 5-year 4.64%, 10-year 6.74%.

MCLOX returns trail the peer average of 5.54% 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.