MCFCX Mutual Fund

MCFCX Mutual Fund

NAV$13.07
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Returns Overview

1 Month
-2.54%
3 Months
-1.16%
6 Months
+7.43%
YTD
+6.74%
1 Year
+8.64%
3 Years (annualized)
+7.16%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFCX 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
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📉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)
+6.74%
Peer Avg (YTD)
+10.47%
vs Peers
-3.73%

MCFCX Mutual Fund Performance

MCFCX performance across multiple time periods: 1-month -2.54%, YTD 6.74%, 1-year 8.64%, 3-year 7.16%, 5-year 3.60%, 10-year 5.01%.

MCFCX returns trail the peer average of 10.47% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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