MFCIX Mutual Fund

MFCIX Mutual Fund

NAV$44.25
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Returns Overview

1 Month
-5.90%
3 Months
+0.96%
6 Months
+6.71%
YTD
+12.00%
1 Year
+20.07%
3 Years (annualized)
+12.13%
5 Years (annualized)
+7.41%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCIX 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)
+12.00%
Peer Avg (YTD)
+9.54%
vs Peers
+2.46%

MFCIX Mutual Fund Performance

MFCIX performance across multiple time periods: 1-month -5.90%, YTD 12.00%, 1-year 20.07%, 3-year 12.13%, 5-year 7.41%, 10-year 12.44%.

MFCIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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