MNCRX Mutual Fund

MNCRX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
-0.59%
3 Months
+0.59%
YTD
+0.59%
1 Year
+4.09%
3 Years (annualized)
+5.25%
5 Years (annualized)
+1.67%
10 Years (annualized)
+3.94%

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
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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)
+0.59%
Peer Avg (YTD)
+3.39%
vs Peers
-2.80%

MNCRX Mutual Fund Performance

MNCRX performance across multiple time periods: 1-month -0.59%, YTD 0.59%, 1-year 4.09%, 3-year 5.25%, 5-year 1.67%, 10-year 3.94%.

MNCRX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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