MCNAX Mutual Fund

MCNAX Mutual Fund

NAV$10.79
See how much of MCNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.75%
3 Months
+1.59%
6 Months
+3.01%
YTD
+4.32%
1 Year
+9.52%
3 Years (annualized)
+7.01%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.97%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+3.39%
vs Peers
+0.93%

MCNAX Mutual Fund Performance

MCNAX performance across multiple time periods: 1-month -0.75%, YTD 4.32%, 1-year 9.52%, 3-year 7.01%, 5-year 2.19%, 10-year 3.97%.

MCNAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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