MZCSX Mutual Fund

MZCSX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
-1.79%
3 Months
-2.40%
6 Months
-0.28%
YTD
-0.99%
1 Year
-0.19%
3 Years (annualized)
+5.52%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZCSX 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)
-0.99%
Peer Avg (YTD)
-1.59%
vs Peers
+0.60%

MZCSX Mutual Fund Performance

MZCSX performance across multiple time periods: 1-month -1.79%, YTD -0.99%, 1-year -0.19%, 3-year 5.52%, 5-year 1.95%, 10-year 3.21%.

MZCSX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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