MFOCX Mutual Fund

MFOCX Mutual Fund

NAV$30.30
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Returns Overview

1 Month
+0.78%
3 Months
-4.38%
6 Months
+3.96%
YTD
+5.89%
1 Year
+7.59%
3 Years (annualized)
+21.59%
5 Years (annualized)
+10.12%
10 Years (annualized)
+17.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+8.51%
vs Peers
-2.62%

MFOCX Mutual Fund Performance

MFOCX performance across multiple time periods: 1-month 0.78%, YTD 5.89%, 1-year 7.59%, 3-year 21.59%, 5-year 10.12%, 10-year 17.35%.

MFOCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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