MCLOX Mutual Fund

MCLOX Mutual Fund

NAV$16.88
See how much of MCLOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.64%
3 Months
-1.33%
6 Months
+8.90%
YTD
+5.65%
1 Year
+9.37%
3 Years (annualized)
+13.40%
5 Years (annualized)
+4.86%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCLOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World (ex US) Index
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+4.97%
vs Peers
+0.69%

MCLOX Mutual Fund Performance

MCLOX performance across multiple time periods: 1-month -1.64%, YTD 5.65%, 1-year 9.37%, 3-year 13.40%, 5-year 4.86%, 10-year 7.04%.

MCLOX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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