MZCIX Mutual Fund

MZCIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-1.04%
3 Months
-0.08%
6 Months
-0.23%
YTD
+0.28%
1 Year
+2.90%
3 Years (annualized)
+5.13%
5 Years (annualized)
+1.77%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZCIX 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
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📉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
ICE Bank of America Merrill Lynch Global Corporate & High Yield Index
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.25%
vs Peers
+0.03%

MZCIX Mutual Fund Performance

MZCIX performance across multiple time periods: 1-month -1.04%, YTD 0.28%, 1-year 2.90%, 3-year 5.13%, 5-year 1.77%, 10-year 3.14%.

MZCIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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