MCEGX Mutual Fund

NAV$17.15

Returns Overview

1 Month
+2.66%
3 Months
+24.81%
6 Months
+18.54%
YTD
+17.31%
1 Year
+21.31%
3 Years (annualized)
+14.07%
5 Years (annualized)
+13.00%
10 Years (annualized)
+17.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCEGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.31%
Peer Avg (YTD)
+8.97%
vs Peers
+8.34%

MCEGX Mutual Fund Performance

MCEGX performance across multiple time periods: 1-month 2.66%, YTD 17.31%, 1-year 21.31%, 3-year 14.07%, 5-year 13.00%, 10-year 17.32%.

MCEGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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