MCONX Mutual Fund

MCONX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
-1.30%
3 Months
+0.57%
6 Months
+1.14%
YTD
+2.06%
1 Year
+7.20%
3 Years (annualized)
+6.92%
5 Years (annualized)
+2.21%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCONX 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
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+3.39%
vs Peers
-1.33%

MCONX Mutual Fund Performance

MCONX performance across multiple time periods: 1-month -1.30%, YTD 2.06%, 1-year 7.20%, 3-year 6.92%, 5-year 2.21%, 10-year 4.20%.

MCONX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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