MCSRX Mutual Fund

MCSRX Mutual Fund

NAV$4.76
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Returns Overview

1 Month
+1.09%
3 Months
+13.24%
6 Months
+6.70%
YTD
+27.98%
1 Year
+35.41%
3 Years (annualized)
+15.08%
5 Years (annualized)
+11.75%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCSRX 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
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+27.98%
Peer Avg (YTD)
+22.38%
vs Peers
+5.60%

MCSRX Mutual Fund Performance

MCSRX performance across multiple time periods: 1-month 1.09%, YTD 27.98%, 1-year 35.41%, 3-year 15.08%, 5-year 11.75%, 10-year 8.12%.

MCSRX returns outperform the peer average of 22.38% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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