MACGX Mutual Fund

MACGX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
-4.85%
3 Months
-0.92%
6 Months
-0.80%
YTD
-3.88%
1 Year
-12.27%
3 Years (annualized)
+28.07%
5 Years (annualized)
-7.39%
10 Years (annualized)
+13.79%

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)
-3.88%
Peer Avg (YTD)
+8.01%
vs Peers
-11.89%

MACGX Mutual Fund Performance

MACGX performance across multiple time periods: 1-month -4.85%, YTD -3.88%, 1-year -12.27%, 3-year 28.07%, 5-year -7.39%, 10-year 13.79%.

MACGX returns trail the peer average of 8.01% 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.