MCINX Mutual Fund

MCINX Mutual Fund

NAV$22.78
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Returns Overview

1 Month
-1.39%
3 Months
-3.99%
6 Months
+11.93%
YTD
+15.30%
1 Year
+20.25%
3 Years (annualized)
+14.40%
5 Years (annualized)
+7.22%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCINX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+15.30%
Peer Avg (YTD)
+10.47%
vs Peers
+4.83%

MCINX Mutual Fund Performance

MCINX performance across multiple time periods: 1-month -1.39%, YTD 15.30%, 1-year 20.25%, 3-year 14.40%, 5-year 7.22%, 10-year 10.84%.

MCINX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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