MCTOX Mutual Fund

MCTOX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-3.00%
3 Months
-2.77%
6 Months
-1.81%
YTD
+1.03%
1 Year
+2.09%
3 Years (annualized)
+7.75%
5 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTOX 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
PROUpgrade to run
🏦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
HFRI 500 Macro: Multi-Strategy Index
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+6.57%
vs Peers
-5.54%

MCTOX Mutual Fund Performance

MCTOX performance across multiple time periods: 1-month -3.00%, YTD 1.03%, 1-year 2.09%, 3-year 7.75%, 5-year 11.00%.

MCTOX returns trail the peer average of 6.57% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

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