MCCRX Mutual Fund

MCCRX Mutual Fund

NAV$17.29
See how much of MCCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.56%
3 Months
-8.63%
6 Months
+10.08%
YTD
+7.82%
1 Year
+1.40%
3 Years (annualized)
+12.66%
5 Years (annualized)
+8.35%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+10.34%
vs Peers
-2.52%

MCCRX Mutual Fund Performance

MCCRX performance across multiple time periods: 1-month -6.56%, YTD 7.82%, 1-year 1.40%, 3-year 12.66%, 5-year 8.35%, 10-year 14.52%.

MCCRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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