MCTRX Mutual Fund

MCTRX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
+2.48%
3 Months
+0.69%
6 Months
+5.48%
YTD
+13.89%
1 Year
+16.00%
3 Years (annualized)
+17.74%
5 Years (annualized)
+6.52%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTRX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+13.89%
Peer Avg (YTD)
+5.74%
vs Peers
+8.15%

MCTRX Mutual Fund Performance

MCTRX performance across multiple time periods: 1-month 2.48%, YTD 13.89%, 1-year 16.00%, 3-year 17.74%, 5-year 6.52%, 10-year 6.78%.

MCTRX returns outperform the peer average of 5.74% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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