MCSMX Mutual Fund

MCSMX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+3.52%
3 Months
-11.38%
6 Months
+1.62%
YTD
+25.96%
1 Year
+25.40%
3 Years (annualized)
+14.60%
5 Years (annualized)
+1.63%
10 Years (annualized)
+12.86%

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
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📉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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
+25.96%
Peer Avg (YTD)
-0.61%
vs Peers
+26.57%

MCSMX Mutual Fund Performance

MCSMX performance across multiple time periods: 1-month 3.52%, YTD 25.96%, 1-year 25.40%, 3-year 14.60%, 5-year 1.63%, 10-year 12.86%.

MCSMX returns outperform the peer average of -0.61% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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