MFCMX Mutual Fund

MFCMX Mutual Fund

NAV$11.28
See how much of MFCMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.08%
3 Months
-6.25%
6 Months
-3.42%
YTD
-3.88%
1 Year
-3.44%
3 Years (annualized)
+2.86%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
-3.88%
Peer Avg (YTD)
-3.88%
vs Peers
+0.00%

MFCMX Mutual Fund Performance

MFCMX performance across multiple time periods: 1-month -4.08%, YTD -3.88%, 1-year -3.44%, 3-year 2.86%, 5-year -0.09%, 10-year 1.13%.

MFCMX returns outperform the peer average of -3.88% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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