MCAGX Mutual Fund

MCAGX Mutual Fund

NAV$34.05
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Returns Overview

1 Month
+0.82%
3 Months
+3.19%
6 Months
+5.75%
YTD
+8.33%
1 Year
+14.27%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.83%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCAGX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+6.57%
vs Peers
+1.76%

MCAGX Mutual Fund Performance

MCAGX performance across multiple time periods: 1-month 0.82%, YTD 8.33%, 1-year 14.27%, 3-year 11.41%, 5-year 5.83%, 10-year 9.54%.

MCAGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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