MCRFX Mutual Fund

MCRFX Mutual Fund

NAV$14.94
See how much of MCRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.35%
3 Months
-2.93%
6 Months
+11.84%
YTD
+8.47%
1 Year
+11.97%
3 Years (annualized)
+14.21%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCRFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+6.73%
vs Peers
+1.75%

MCRFX Mutual Fund Performance

MCRFX performance across multiple time periods: 1-month -5.35%, YTD 8.47%, 1-year 11.97%, 3-year 14.21%, 5-year 8.87%, 10-year 10.06%.

MCRFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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