MTCBX Mutual Fund

NAV$47.22

Returns Overview

1 Month
+1.01%
3 Months
+33.76%
6 Months
+19.58%
YTD
+19.67%
1 Year
+31.67%
3 Years (annualized)
+36.56%
5 Years (annualized)
+22.49%
10 Years (annualized)
+26.60%

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
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)
+19.67%
Peer Avg (YTD)
+16.06%
vs Peers
+3.61%

MTCBX Mutual Fund Performance

MTCBX performance across multiple time periods: 1-month 1.01%, YTD 19.67%, 1-year 31.67%, 3-year 36.56%, 5-year 22.49%, 10-year 26.60%.

MTCBX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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