MCEGX Mutual Fund

MCEGX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
+1.03%
3 Months
-2.63%
6 Months
+21.53%
YTD
+14.23%
1 Year
+15.88%
3 Years (annualized)
+13.19%
5 Years (annualized)
+7.36%
10 Years (annualized)
+11.62%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+8.68%
vs Peers
+5.55%

MCEGX Mutual Fund Performance

MCEGX performance across multiple time periods: 1-month 1.03%, YTD 14.23%, 1-year 15.88%, 3-year 13.19%, 5-year 7.36%, 10-year 11.62%.

MCEGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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