MCSMX Mutual Fund

MCSMX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
-24.06%
3 Months
-4.85%
6 Months
+9.87%
YTD
+21.68%
1 Year
+33.02%
3 Years (annualized)
+11.21%
5 Years (annualized)
-3.44%
10 Years (annualized)
+10.70%

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
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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)
+21.68%
Peer Avg (YTD)
+0.59%
vs Peers
+21.09%

MCSMX Mutual Fund Performance

MCSMX performance across multiple time periods: 1-month -24.06%, YTD 21.68%, 1-year 33.02%, 3-year 11.21%, 5-year -3.44%, 10-year 10.70%.

MCSMX returns outperform the peer average of 0.59% 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.