MCLRX Mutual Fund

MCLRX Mutual Fund

NAV$17.92
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Returns Overview

1 Month
+1.10%
3 Months
+6.94%
6 Months
+11.88%
YTD
+13.56%
1 Year
+25.99%
3 Years (annualized)
+20.97%
5 Years (annualized)
+12.28%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCLRX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+9.41%
vs Peers
+4.15%

MCLRX Mutual Fund Performance

MCLRX performance across multiple time periods: 1-month 1.10%, YTD 13.56%, 1-year 25.99%, 3-year 20.97%, 5-year 12.28%, 10-year 14.62%.

MCLRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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