MCBAX Mutual Fund

MCBAX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
-4.14%
3 Months
+1.62%
6 Months
+15.30%
YTD
+9.92%
1 Year
+17.95%
3 Years (annualized)
+19.13%
5 Years (annualized)
+11.72%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+10.00%
vs Peers
-0.08%

MCBAX Mutual Fund Performance

MCBAX performance across multiple time periods: 1-month -4.14%, YTD 9.92%, 1-year 17.95%, 3-year 19.13%, 5-year 11.72%, 10-year 10.44%.

MCBAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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