MCFGX Mutual Fund

MCFGX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
-9.52%
3 Months
-4.71%
6 Months
-1.47%
YTD
+2.95%
1 Year
-0.03%
3 Years (annualized)
+20.83%
5 Years (annualized)
+6.38%
10 Years (annualized)
+14.67%

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
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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 Index(SPX)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+5.23%
vs Peers
-2.28%

MCFGX Mutual Fund Performance

MCFGX performance across multiple time periods: 1-month -9.52%, YTD 2.95%, 1-year -0.03%, 3-year 20.83%, 5-year 6.38%, 10-year 14.67%.

MCFGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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