MCSIX Mutual Fund

MCSIX Mutual Fund

NAV$4.77
See how much of MCSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.09%
3 Months
+13.20%
6 Months
+6.68%
YTD
+27.90%
1 Year
+35.20%
3 Years (annualized)
+15.05%
5 Years (annualized)
+11.67%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSIX 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
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+27.90%
Peer Avg (YTD)
+22.38%
vs Peers
+5.52%

MCSIX Mutual Fund Performance

MCSIX performance across multiple time periods: 1-month 1.09%, YTD 27.90%, 1-year 35.20%, 3-year 15.05%, 5-year 11.67%, 10-year 8.07%.

MCSIX returns outperform the peer average of 22.38% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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