MZCIX Mutual Fund

MZCIX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
-1.81%
3 Months
-2.32%
6 Months
-0.22%
YTD
-1.02%
1 Year
-0.14%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.86%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZCIX 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
ICE Bank of America Merrill Lynch Global Corporate & High Yield Index
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
-1.59%
vs Peers
+0.57%

MZCIX Mutual Fund Performance

MZCIX performance across multiple time periods: 1-month -1.81%, YTD -1.02%, 1-year -0.14%, 3-year 5.46%, 5-year 1.86%, 10-year 3.14%.

MZCIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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