MFCAX Mutual Fund

NAV$43.62

Returns Overview

1 Month
+3.20%
3 Months
+17.65%
6 Months
+18.92%
YTD
+17.16%
1 Year
+29.57%
3 Years (annualized)
+13.80%
5 Years (annualized)
+7.02%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.16%
Peer Avg (YTD)
+10.82%
vs Peers
+6.35%

MFCAX Mutual Fund Performance

MFCAX performance across multiple time periods: 1-month 3.20%, YTD 17.16%, 1-year 29.57%, 3-year 13.80%, 5-year 7.02%, 10-year 12.96%.

MFCAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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