MCRFX Mutual Fund

MCRFX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
+0.85%
3 Months
+6.25%
6 Months
+10.07%
YTD
+15.70%
1 Year
+19.24%
3 Years (annualized)
+14.21%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+9.89%
vs Peers
+5.81%

MCRFX Mutual Fund Performance

MCRFX performance across multiple time periods: 1-month 0.85%, YTD 15.70%, 1-year 19.24%, 3-year 14.21%, 5-year 8.87%, 10-year 10.06%.

MCRFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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