MCONX Mutual Fund

MCONX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-2.53%
3 Months
-3.06%
6 Months
+1.08%
YTD
+0.24%
1 Year
+1.82%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.73%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCONX 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
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+2.46%
vs Peers
-2.22%

MCONX Mutual Fund Performance

MCONX performance across multiple time periods: 1-month -2.53%, YTD 0.24%, 1-year 1.82%, 3-year 6.74%, 5-year 1.73%, 10-year 4.14%.

MCONX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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