MCIMX Mutual Fund

MCIMX Mutual Fund

NAV$26.53
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Returns Overview

1 Month
-5.58%
3 Months
-3.12%
6 Months
+8.58%
YTD
+10.65%
1 Year
+13.00%
3 Years (annualized)
+14.78%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCIMX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+6.72%
vs Peers
+3.93%

MCIMX Mutual Fund Performance

MCIMX performance across multiple time periods: 1-month -5.58%, YTD 10.65%, 1-year 13.00%, 3-year 14.78%, 5-year 9.46%, 10-year 9.95%.

MCIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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