MCRTX Mutual Fund

MCRTX Mutual Fund

NAV$56.52
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Returns Overview

1 Month
-9.02%
3 Months
-2.93%
6 Months
-0.02%
YTD
-7.50%
1 Year
-6.73%
3 Years (annualized)
+19.04%
5 Years (annualized)
-3.86%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCRTX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-7.50%
Peer Avg (YTD)
+11.56%
vs Peers
-19.06%

MCRTX Mutual Fund Performance

MCRTX performance across multiple time periods: 1-month -9.02%, YTD -7.50%, 1-year -6.73%, 3-year 19.04%, 5-year -3.86%, 10-year 15.27%.

MCRTX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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