MCTRX Mutual Fund

MCTRX Mutual Fund

NAV$25.85
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Returns Overview

1 Month
-2.57%
3 Months
-1.62%
6 Months
+9.16%
YTD
+11.13%
1 Year
+14.26%
3 Years (annualized)
+15.15%
5 Years (annualized)
+6.37%
10 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCTRX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+5.22%
vs Peers
+5.91%

MCTRX Mutual Fund Performance

MCTRX performance across multiple time periods: 1-month -2.57%, YTD 11.13%, 1-year 14.26%, 3-year 15.15%, 5-year 6.37%, 10-year 6.89%.

MCTRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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