MFRCX Mutual Fund

MFRCX Mutual Fund

NAV$48.88
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Returns Overview

1 Month
+0.50%
3 Months
+2.97%
6 Months
+4.83%
YTD
+6.15%
1 Year
+11.18%
3 Years (annualized)
+13.72%
5 Years (annualized)
+8.15%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRCX 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 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+9.41%
vs Peers
-3.27%

MFRCX Mutual Fund Performance

MFRCX performance across multiple time periods: 1-month 0.50%, YTD 6.15%, 1-year 11.18%, 3-year 13.72%, 5-year 8.15%, 10-year 11.99%.

MFRCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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