MTCBX Mutual Fund

MTCBX Mutual Fund

NAV$46.54
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Returns Overview

1 Month
-5.71%
3 Months
+6.92%
6 Months
+13.41%
YTD
+12.84%
1 Year
+20.96%
3 Years (annualized)
+25.13%
5 Years (annualized)
+11.37%
10 Years (annualized)
+17.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCBX 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)
+12.84%
Peer Avg (YTD)
+11.56%
vs Peers
+1.28%

MTCBX Mutual Fund Performance

MTCBX performance across multiple time periods: 1-month -5.71%, YTD 12.84%, 1-year 20.96%, 3-year 25.13%, 5-year 11.37%, 10-year 17.98%.

MTCBX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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