MCLRX Mutual Fund

MCLRX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
+3.10%
3 Months
+4.63%
6 Months
+15.76%
YTD
+17.08%
1 Year
+26.70%
3 Years (annualized)
+22.87%
5 Years (annualized)
+12.44%
10 Years (annualized)
+14.86%

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)
+17.08%
Peer Avg (YTD)
+11.21%
vs Peers
+5.87%

MCLRX Mutual Fund Performance

MCLRX performance across multiple time periods: 1-month 3.10%, YTD 17.08%, 1-year 26.70%, 3-year 22.87%, 5-year 12.44%, 10-year 14.86%.

MCLRX returns outperform the peer average of 11.21% 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.