MTCAX Mutual Fund

MTCAX Mutual Fund

NAV$78.16
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Returns Overview

1 Month
+4.72%
3 Months
-0.12%
6 Months
+25.70%
YTD
+18.69%
1 Year
+28.97%
3 Years (annualized)
+27.92%
5 Years (annualized)
+12.53%
10 Years (annualized)
+19.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCAX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+18.69%
Peer Avg (YTD)
+14.35%
vs Peers
+4.35%

MTCAX Mutual Fund Performance

MTCAX performance across multiple time periods: 1-month 4.72%, YTD 18.69%, 1-year 28.97%, 3-year 27.92%, 5-year 12.53%, 10-year 19.18%.

MTCAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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