MACGX Mutual Fund

MACGX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
+6.16%
3 Months
-2.98%
6 Months
+11.08%
YTD
+2.99%
1 Year
-5.53%
3 Years (annualized)
+24.70%
5 Years (annualized)
-5.10%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+9.89%
vs Peers
-6.90%

MACGX Mutual Fund Performance

MACGX performance across multiple time periods: 1-month 6.16%, YTD 2.99%, 1-year -5.53%, 3-year 24.70%, 5-year -5.10%, 10-year 13.74%.

MACGX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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