MDCMX Mutual Fund

MDCMX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
+3.66%
3 Months
-0.85%
6 Months
-0.59%
YTD
+0.32%
1 Year
+0.56%
3 Years (annualized)
+4.66%
5 Years (annualized)
+0.85%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDCMX 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
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📉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
California Customized Reference Benchmark
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
-0.12%
vs Peers
+0.44%

MDCMX Mutual Fund Performance

MDCMX performance across multiple time periods: 1-month 3.66%, YTD 0.32%, 1-year 0.56%, 3-year 4.66%, 5-year 0.85%, 10-year 1.96%.

MDCMX returns outperform the peer average of -0.12% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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