MTCAX Mutual Fund

NAV$73.47

Returns Overview

1 Month
+1.07%
3 Months
+34.02%
6 Months
+20.00%
YTD
+20.12%
1 Year
+32.67%
3 Years (annualized)
+35.79%
5 Years (annualized)
+21.37%
10 Years (annualized)
+26.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+20.12%
Peer Avg (YTD)
+16.06%
vs Peers
+4.05%

MTCAX Mutual Fund Performance

MTCAX performance across multiple time periods: 1-month 1.07%, YTD 20.12%, 1-year 32.67%, 3-year 35.79%, 5-year 21.37%, 10-year 26.18%.

MTCAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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