MCSPX Mutual Fund

MCSPX Mutual Fund

NAV$12.82
See how much of MCSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.94%
3 Months
-5.51%
6 Months
+14.12%
YTD
+15.50%
1 Year
+19.51%
3 Years (annualized)
+17.20%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+6.73%
vs Peers
+8.78%

MCSPX Mutual Fund Performance

MCSPX performance across multiple time periods: 1-month -3.94%, YTD 15.50%, 1-year 19.51%, 3-year 17.20%, 5-year 8.10%, 10-year 10.60%.

MCSPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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