MCOAX Mutual Fund

MCOAX Mutual Fund

NAV$21.97
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Returns Overview

1 Month
-2.66%
3 Months
-3.80%
6 Months
-0.42%
YTD
+12.79%
1 Year
+23.86%
3 Years (annualized)
+21.77%
5 Years (annualized)
+14.44%
10 Years (annualized)
+17.92%

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
PROUpgrade to run
📉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)
+12.79%
Peer Avg (YTD)
+5.45%
vs Peers
+7.34%

MCOAX Mutual Fund Performance

MCOAX performance across multiple time periods: 1-month -2.66%, YTD 12.79%, 1-year 23.86%, 3-year 21.77%, 5-year 14.44%, 10-year 17.92%.

MCOAX returns outperform the peer average of 5.45% 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.