MCONX Mutual Fund

NAV$12.50

Returns Overview

1 Month
+0.43%
3 Months
+4.27%
6 Months
+3.58%
YTD
+3.41%
1 Year
+8.63%
3 Years (annualized)
+6.77%
5 Years (annualized)
+2.14%
10 Years (annualized)
+4.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+4.14%
vs Peers
-0.73%

MCONX Mutual Fund Performance

MCONX performance across multiple time periods: 1-month 0.43%, YTD 3.41%, 1-year 8.63%, 3-year 6.77%, 5-year 2.14%, 10-year 4.36%.

MCONX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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