MCTOX Mutual Fund

NAV$10.87

Returns Overview

1 Month
-2.56%
3 Months
+5.58%
6 Months
+4.16%
YTD
+4.16%
1 Year
+6.39%
3 Years (annualized)
+9.71%
5 Years (annualized)
+11.14%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
HFRI 500 Macro: Multi-Strategy Index
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+6.73%
vs Peers
-2.56%

MCTOX Mutual Fund Performance

MCTOX performance across multiple time periods: 1-month -2.56%, YTD 4.16%, 1-year 6.39%, 3-year 9.71%, 5-year 11.14%.

MCTOX returns trail the peer average of 6.73% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

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