MCOIX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+0.92%
3 Months
+2.39%
6 Months
+1.73%
YTD
+1.73%
1 Year
+5.86%
3 Years (annualized)
+3.50%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCOIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+1.98%
vs Peers
-0.24%

MCOIX Mutual Fund Performance

MCOIX performance across multiple time periods: 1-month 0.92%, YTD 1.73%, 1-year 5.86%, 3-year 3.50%, 5-year 0.25%, 10-year 1.92%.

MCOIX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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