MNCIX Mutual Fund

MNCIX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
+0.90%
3 Months
+0.82%
6 Months
-0.96%
YTD
+1.87%
1 Year
+4.18%
3 Years (annualized)
+2.36%
5 Years (annualized)
-2.20%
10 Years (annualized)
-1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNCIX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+3.78%
vs Peers
-1.91%

MNCIX Mutual Fund Performance

MNCIX performance across multiple time periods: 1-month 0.90%, YTD 1.87%, 1-year 4.18%, 3-year 2.36%, 5-year -2.20%, 10-year -1.10%.

MNCIX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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