MFCIX Mutual Fund

MFCIX Mutual Fund

NAV$41.54
See how much of MFCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.35%
3 Months
-10.73%
6 Months
+5.11%
YTD
+4.69%
1 Year
+8.54%
3 Years (annualized)
+13.94%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCIX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+6.72%
vs Peers
-2.04%

MFCIX Mutual Fund Performance

MFCIX performance across multiple time periods: 1-month -5.35%, YTD 4.69%, 1-year 8.54%, 3-year 13.94%, 5-year 7.23%, 10-year 9.75%.

MFCIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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