MNCRX Mutual Fund

NAV$13.51

Returns Overview

1 Month
+0.45%
3 Months
+3.10%
6 Months
+1.27%
YTD
+1.19%
1 Year
+4.32%
3 Years (annualized)
+5.68%
5 Years (annualized)
+1.96%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNCRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+4.14%
vs Peers
-2.95%

MNCRX Mutual Fund Performance

MNCRX performance across multiple time periods: 1-month 0.45%, YTD 1.19%, 1-year 4.32%, 3-year 5.68%, 5-year 1.96%, 10-year 3.04%.

MNCRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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