MCSMX Mutual Fund

NAV$14.69

Returns Overview

1 Month
+12.73%
3 Months
+46.06%
6 Months
+60.23%
YTD
+57.07%
1 Year
+87.43%
3 Years (annualized)
+25.14%
5 Years (annualized)
+0.57%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
+57.07%
Peer Avg (YTD)
+0.49%
vs Peers
+56.58%

MCSMX Mutual Fund Performance

MCSMX performance across multiple time periods: 1-month 12.73%, YTD 57.07%, 1-year 87.43%, 3-year 25.14%, 5-year 0.57%, 10-year 14.19%.

MCSMX returns outperform the peer average of 0.49% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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