MFCAX Mutual Fund

MFCAX Mutual Fund

NAV$40.13
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Returns Overview

1 Month
-5.37%
3 Months
-10.69%
6 Months
+5.08%
YTD
+4.64%
1 Year
+8.49%
3 Years (annualized)
+11.82%
5 Years (annualized)
+5.91%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+6.72%
vs Peers
-2.08%

MFCAX Mutual Fund Performance

MFCAX performance across multiple time periods: 1-month -5.37%, YTD 4.64%, 1-year 8.49%, 3-year 11.82%, 5-year 5.91%, 10-year 11.46%.

MFCAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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