MCZZX Mutual Fund

MCZZX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-1.25%
3 Months
-0.38%
6 Months
-0.22%
YTD
+0.25%
1 Year
+3.96%
3 Years (annualized)
+5.49%
5 Years (annualized)
+0.19%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCZZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.12%
vs Peers
+0.13%

MCZZX Mutual Fund Performance

MCZZX performance across multiple time periods: 1-month -1.25%, YTD 0.25%, 1-year 3.96%, 3-year 5.49%, 5-year 0.19%, 10-year 1.83%.

MCZZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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