MCTDX Mutual Fund

MCTDX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-4.18%
3 Months
-1.57%
6 Months
+3.97%
YTD
+2.54%
1 Year
+4.24%
3 Years (annualized)
+10.45%
5 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTDX 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 500 High Dividend Index(^SPXHDUP:SP)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+6.10%
vs Peers
-3.56%

MCTDX Mutual Fund Performance

MCTDX performance across multiple time periods: 1-month -4.18%, YTD 2.54%, 1-year 4.24%, 3-year 10.45%, 5-year 12.34%.

MCTDX returns trail the peer average of 6.10% YTD. With an expense ratio of 3.91%, investors should weigh costs against performance when evaluating this mutual fund.

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