MC Tax Free

The chart shows the growth of an initial investment of $10,000 in MC Tax Free, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Apr 15, 2026, the MC Tax Free returned 0.17% Year-To-Date and 37.13% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 3, 2014, MC Tax Free's average daily return is +0.14%, while the average monthly return is +2.80%. At this rate, an investment would double in approximately 2.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Aug 2020 with a return of +21.2%, while the worst month was Apr 2022 at -18.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MC Tax Free closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +13.9%, while the worst single day was Mar 16, 2020 at -13.8%.

MC Tax Free has an annualized alpha of 19.65%, beta of 1.30, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since November 03, 2014.

• This portfolio captured 210.38% of S&P 500 Index gains and 104.42% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 19.65% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

MC Tax Free has an expense ratio of 0.06%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

MC Tax Free ranks 31 for risk / return — below 31% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

MC Tax Free Sharpe ratios as of Apr 15, 2026 (values are recalculated daily):

• 1-Year: 2.30
• 5-Year: 0.93
• 10-Year: 1.34
• All Time: 1.31

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 2.14 to 2.99, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of MC Tax Free compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

MC Tax Free provided a 0.72% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MC Tax Free. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MC Tax Free was 42.97%, occurring on Dec 28, 2022. Recovery took 114 trading sessions.

The current MC Tax Free drawdown is 5.68%.

The chart below shows the rolling one-month volatility.