MCRFX Mutual Fund

NAV$15.38
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Returns Overview

1 Month
+3.61%
3 Months
+15.22%
6 Months
+12.82%
YTD
+11.75%
1 Year
+21.54%
3 Years (annualized)
+11.59%
5 Years (annualized)
+10.16%
10 Years (annualized)
+11.33%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+10.82%
vs Peers
+0.93%

MCRFX Mutual Fund Performance

MCRFX performance across multiple time periods: 1-month 3.61%, YTD 11.75%, 1-year 21.54%, 3-year 11.59%, 5-year 10.16%, 10-year 11.33%.

MCRFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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