MCOAX Mutual Fund

MCOAX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
-2.80%
3 Months
+3.33%
6 Months
+13.16%
YTD
+17.85%
1 Year
+26.11%
3 Years (annualized)
+13.84%
5 Years (annualized)
+7.83%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCOAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+17.85%
Peer Avg (YTD)
+13.29%
vs Peers
+4.56%

MCOAX Mutual Fund Performance

MCOAX performance across multiple time periods: 1-month -2.80%, YTD 17.85%, 1-year 26.11%, 3-year 13.84%, 5-year 7.83%, 10-year 11.13%.

MCOAX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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