MFCPX Mutual Fund

MFCPX Mutual Fund

NAV$29.04
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Returns Overview

1 Month
-7.49%
3 Months
+2.20%
6 Months
+9.31%
YTD
+16.57%
1 Year
+31.94%
3 Years (annualized)
+15.05%
5 Years (annualized)
+9.69%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCPX 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 Index(^R25I)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+9.54%
vs Peers
+7.03%

MFCPX Mutual Fund Performance

MFCPX performance across multiple time periods: 1-month -7.49%, YTD 16.57%, 1-year 31.94%, 3-year 15.05%, 5-year 9.69%, 10-year 11.75%.

MFCPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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