MCSPX Mutual Fund

MCSPX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
-2.83%
3 Months
+4.44%
6 Months
+15.37%
YTD
+20.35%
1 Year
+31.83%
3 Years (annualized)
+15.52%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSPX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+20.35%
Peer Avg (YTD)
+9.54%
vs Peers
+10.81%

MCSPX Mutual Fund Performance

MCSPX performance across multiple time periods: 1-month -2.83%, YTD 20.35%, 1-year 31.83%, 3-year 15.52%, 5-year 7.74%, 10-year 10.35%.

MCSPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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