MCZRX Mutual Fund

MCZRX Mutual Fund

NAV$8.59
See how much of MCZRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
-0.44%
6 Months
-1.28%
YTD
+0.46%
1 Year
+2.64%
3 Years (annualized)
+4.34%
5 Years (annualized)
-0.78%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCZRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+2.15%
vs Peers
-1.70%

MCZRX Mutual Fund Performance

MCZRX performance across multiple time periods: 1-month 0.53%, YTD 0.46%, 1-year 2.64%, 3-year 4.34%, 5-year -0.78%, 10-year 1.45%.

MCZRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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