MCFAX Mutual Fund

MCFAX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
-2.51%
3 Months
-1.00%
6 Months
+7.75%
YTD
+7.17%
1 Year
+9.22%
3 Years (annualized)
+3.29%
5 Years (annualized)
-1.20%
10 Years (annualized)
+0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFAX 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
ICE BofA All Yield Alternatives US Convertibles Index(ICEBOAAYALTUSCONI)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+10.47%
vs Peers
-3.29%

MCFAX Mutual Fund Performance

MCFAX performance across multiple time periods: 1-month -2.51%, YTD 7.17%, 1-year 9.22%, 3-year 3.29%, 5-year -1.20%, 10-year 0.86%.

MCFAX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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