MCOAX Mutual Fund

NAV$23.74
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Returns Overview

1 Month
+1.97%
3 Months
+16.62%
6 Months
+21.25%
YTD
+20.21%
1 Year
+31.99%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.19%
10 Years (annualized)
+11.94%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+20.21%
Peer Avg (YTD)
+18.00%
vs Peers
+2.21%

MCOAX Mutual Fund Performance

MCOAX performance across multiple time periods: 1-month 1.97%, YTD 20.21%, 1-year 31.99%, 3-year 15.88%, 5-year 8.19%, 10-year 11.94%.

MCOAX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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