MCONX Mutual Fund

MCONX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+0.76%
3 Months
-0.13%
6 Months
+0.23%
YTD
+2.84%
1 Year
+6.27%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.73%
10 Years (annualized)
+4.14%

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)
+2.84%
Peer Avg (YTD)
+3.78%
vs Peers
-0.94%

MCONX Mutual Fund Performance

MCONX performance across multiple time periods: 1-month 0.76%, YTD 2.84%, 1-year 6.27%, 3-year 6.74%, 5-year 1.73%, 10-year 4.14%.

MCONX returns trail the peer average of 3.78% 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.