MTCBX Mutual Fund

MTCBX Mutual Fund

NAV$49.52
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Returns Overview

1 Month
+2.92%
3 Months
+1.57%
6 Months
+35.86%
YTD
+21.55%
1 Year
+24.84%
3 Years (annualized)
+26.95%
5 Years (annualized)
+11.68%
10 Years (annualized)
+18.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCBX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+16.41%
vs Peers
+5.14%

MTCBX Mutual Fund Performance

MTCBX performance across multiple time periods: 1-month 2.92%, YTD 21.55%, 1-year 24.84%, 3-year 26.95%, 5-year 11.68%, 10-year 18.29%.

MTCBX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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