MTCLX Mutual Fund

MTCLX Mutual Fund

NAV$94.17
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Returns Overview

1 Month
+4.76%
3 Months
-0.03%
6 Months
+25.93%
YTD
+18.96%
1 Year
+29.41%
3 Years (annualized)
+28.92%
5 Years (annualized)
+13.21%
10 Years (annualized)
+19.75%

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)
+18.96%
Peer Avg (YTD)
+14.35%
vs Peers
+4.61%

MTCLX Mutual Fund Performance

MTCLX performance across multiple time periods: 1-month 4.76%, YTD 18.96%, 1-year 29.41%, 3-year 28.92%, 5-year 13.21%, 10-year 19.75%.

MTCLX returns outperform the peer average of 14.35% 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.