MCSPX Mutual Fund

MCSPX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+1.23%
3 Months
+1.76%
6 Months
+13.72%
YTD
+21.82%
1 Year
+26.88%
3 Years (annualized)
+17.20%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.60%

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+9.89%
vs Peers
+11.93%

MCSPX Mutual Fund Performance

MCSPX performance across multiple time periods: 1-month 1.23%, YTD 21.82%, 1-year 26.88%, 3-year 17.20%, 5-year 8.10%, 10-year 10.60%.

MCSPX returns outperform the peer average of 9.89% 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.