MCNAX Mutual Fund

MCNAX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+1.44%
3 Months
+0.49%
6 Months
+2.09%
YTD
+4.83%
1 Year
+6.24%
3 Years (annualized)
+9.28%
5 Years (annualized)
+2.37%
10 Years (annualized)
+4.16%

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
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📉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
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+2.95%
vs Peers
+1.88%

MCNAX Mutual Fund Performance

MCNAX performance across multiple time periods: 1-month 1.44%, YTD 4.83%, 1-year 6.24%, 3-year 9.28%, 5-year 2.37%, 10-year 4.16%.

MCNAX returns outperform the peer average of 2.95% 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.