MZCIX Mutual Fund

MZCIX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+0.64%
3 Months
-0.66%
6 Months
-0.73%
YTD
-0.38%
1 Year
+0.10%
3 Years (annualized)
+5.74%
5 Years (annualized)
+1.75%
10 Years (annualized)
+3.06%

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)
-0.38%
Peer Avg (YTD)
-0.97%
vs Peers
+0.58%

MZCIX Mutual Fund Performance

MZCIX performance across multiple time periods: 1-month 0.64%, YTD -0.38%, 1-year 0.10%, 3-year 5.74%, 5-year 1.75%, 10-year 3.06%.

MZCIX returns outperform the peer average of -0.97% 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.