MCFGX Mutual Fund

NAV$6.91
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Returns Overview

1 Month
-1.91%
3 Months
+23.27%
6 Months
+11.79%
YTD
+11.45%
1 Year
+17.09%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.48%
10 Years (annualized)
+16.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCFGX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+8.97%
vs Peers
+2.47%

MCFGX Mutual Fund Performance

MCFGX performance across multiple time periods: 1-month -1.91%, YTD 11.45%, 1-year 17.09%, 3-year 21.79%, 5-year 9.48%, 10-year 16.11%.

MCFGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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