MCGFX Mutual Fund

MCGFX Mutual Fund

NAV$10.77
See how much of MCGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-1.85%
6 Months
+2.95%
YTD
+11.71%
1 Year
+11.72%
3 Years (annualized)
+20.01%
5 Years (annualized)
+8.65%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+5.23%
vs Peers
+6.48%

MCGFX Mutual Fund Performance

MCGFX performance across multiple time periods: 1-month 0.45%, YTD 11.71%, 1-year 11.72%, 3-year 20.01%, 5-year 8.65%, 10-year 14.53%.

MCGFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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