MCSDX Mutual Fund

MCSDX Mutual Fund

NAV$37.53
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Returns Overview

1 Month
-0.21%
3 Months
+4.11%
6 Months
+2.50%
YTD
+5.17%
1 Year
+1.23%
3 Years (annualized)
+7.40%
5 Years (annualized)
+6.03%
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)
+5.17%
Peer Avg (YTD)
+9.41%
vs Peers
-4.24%

MCSDX Mutual Fund Performance

MCSDX performance across multiple time periods: 1-month -0.21%, YTD 5.17%, 1-year 1.23%, 3-year 7.40%, 5-year 6.03%, 10-year 10.76%.

MCSDX returns trail the peer average of 9.41% 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.