MCTAX Mutual Fund

MCTAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+1.58%
3 Months
+3.58%
6 Months
+3.47%
YTD
+6.26%
1 Year
+5.16%
3 Years (annualized)
+5.58%
5 Years (annualized)
+2.29%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTAX 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
Lipper Balanced Fund Index
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+3.98%
vs Peers
+2.28%

MCTAX Mutual Fund Performance

MCTAX performance across multiple time periods: 1-month 1.58%, YTD 6.26%, 1-year 5.16%, 3-year 5.58%, 5-year 2.29%, 10-year 3.73%.

MCTAX returns outperform the peer average of 3.98% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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