MCSIX Mutual Fund

MCSIX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
+5.87%
3 Months
-4.84%
6 Months
+9.07%
YTD
+19.61%
1 Year
+33.48%
3 Years (annualized)
+12.82%
5 Years (annualized)
+10.32%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSIX 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
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+19.61%
Peer Avg (YTD)
+14.43%
vs Peers
+5.19%

MCSIX Mutual Fund Performance

MCSIX performance across multiple time periods: 1-month 5.87%, YTD 19.61%, 1-year 33.48%, 3-year 12.82%, 5-year 10.32%, 10-year 7.25%.

MCSIX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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