MFCCX Mutual Fund

MFCCX Mutual Fund

NAV$37.31
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Returns Overview

1 Month
-0.19%
3 Months
-5.48%
6 Months
-4.69%
YTD
+3.83%
1 Year
+3.71%
3 Years (annualized)
+15.80%
5 Years (annualized)
+4.53%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+8.01%
vs Peers
-4.18%

MFCCX Mutual Fund Performance

MFCCX performance across multiple time periods: 1-month -0.19%, YTD 3.83%, 1-year 3.71%, 3-year 15.80%, 5-year 4.53%, 10-year 8.22%.

MFCCX returns trail the peer average of 8.01% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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