MCDXX Mutual Fund

MCDXX Mutual Fund

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Returns Overview

1 Month
+0.24%
3 Months
+0.70%
YTD
+1.89%
1 Year
+2.97%
3 Years (annualized)
+28.18%
5 Years (annualized)
+16.08%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDXX 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

This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.35%
vs Peers
-0.46%

MCDXX Mutual Fund Performance

MCDXX performance across multiple time periods: 1-month 0.24%, YTD 1.89%, 1-year 2.97%, 3-year 28.18%, 5-year 16.08%, 10-year 8.05%.

MCDXX returns trail the peer average of 2.35% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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