MCSDX Mutual Fund

MCSDX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
+1.40%
3 Months
+7.05%
6 Months
+1.69%
YTD
+6.64%
1 Year
+1.52%
3 Years (annualized)
+8.77%
5 Years (annualized)
+5.66%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSDX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+11.21%
vs Peers
-4.57%

MCSDX Mutual Fund Performance

MCSDX performance across multiple time periods: 1-month 1.40%, YTD 6.64%, 1-year 1.52%, 3-year 8.77%, 5-year 5.66%, 10-year 10.76%.

MCSDX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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