MTCLX Mutual Fund

MTCLX Mutual Fund

NAV$86.29
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Returns Overview

1 Month
-5.62%
3 Months
+7.22%
6 Months
+14.01%
YTD
+13.55%
1 Year
+22.30%
3 Years (annualized)
+26.51%
5 Years (annualized)
+12.60%
10 Years (annualized)
+19.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCLX 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)
+13.55%
Peer Avg (YTD)
+11.56%
vs Peers
+2.00%

MTCLX Mutual Fund Performance

MTCLX performance across multiple time periods: 1-month -5.62%, YTD 13.55%, 1-year 22.30%, 3-year 26.51%, 5-year 12.60%, 10-year 19.28%.

MTCLX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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