MFCPX Mutual Fund

MFCPX Mutual Fund

NAV$27.19
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Returns Overview

1 Month
-5.29%
3 Months
-11.58%
6 Months
+7.44%
YTD
+9.11%
1 Year
+19.27%
3 Years (annualized)
+13.71%
5 Years (annualized)
+2.45%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFCPX 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 Index(^R25I)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+6.73%
vs Peers
+2.39%

MFCPX Mutual Fund Performance

MFCPX performance across multiple time periods: 1-month -5.29%, YTD 9.11%, 1-year 19.27%, 3-year 13.71%, 5-year 2.45%, 10-year 2.56%.

MFCPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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