MCBCX Mutual Fund

MCBCX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-2.67%
3 Months
-3.73%
6 Months
-3.33%
YTD
-3.34%
1 Year
-2.70%
3 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.34%
Peer Avg (YTD)
+0.50%
vs Peers
-3.84%

MCBCX Mutual Fund Performance

MCBCX performance across multiple time periods: 1-month -2.67%, YTD -3.34%, 1-year -2.70%, 3-year 3.24%.

MCBCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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