MCNAX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+0.53%
3 Months
+5.89%
6 Months
+5.21%
YTD
+5.11%
1 Year
+10.02%
3 Years (annualized)
+7.70%
5 Years (annualized)
+2.52%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCNAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+4.14%
vs Peers
+0.97%

MCNAX Mutual Fund Performance

MCNAX performance across multiple time periods: 1-month 0.53%, YTD 5.11%, 1-year 10.02%, 3-year 7.70%, 5-year 2.52%, 10-year 4.20%.

MCNAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

MCNAX performance comparison shows side-by-side returns with another fund. MCNAX alternatives are available in the Mutual Fund Screener.