MFCMX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+1.42%
3 Months
+3.02%
6 Months
+2.54%
YTD
+2.54%
1 Year
+5.91%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.36%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+1.98%
vs Peers
+0.56%

MFCMX Mutual Fund Performance

MFCMX performance across multiple time periods: 1-month 1.42%, YTD 2.54%, 1-year 5.91%, 3-year 3.47%, 5-year 0.36%, 10-year 1.38%.

MFCMX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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