MFOCX Mutual Fund

NAV$30.67

Returns Overview

1 Month
+3.81%
3 Months
+8.72%
6 Months
+11.33%
YTD
+10.74%
1 Year
+22.06%
3 Years
+27.87%
5 Years
+14.57%
10 Years
+18.27%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MFOCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+8.82%
vs Peers
+1.93%

MFOCX Mutual Fund Performance

MFOCX performance across multiple time periods: 1-month 3.81%, YTD 10.74%, 1-year 22.06%, 3-year 27.87%, 5-year 14.57%, 10-year 18.27%.

MFOCX returns outperform the peer average of 8.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

MFOCX performance comparison shows side-by-side returns with another fund. MFOCX alternatives are available in the Mutual Fund Screener.