MCGFX Mutual Fund

MCGFX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
-4.13%
3 Months
+4.89%
6 Months
+11.25%
YTD
+14.85%
1 Year
+19.92%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.77%
10 Years (annualized)
+14.29%

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
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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)
+14.85%
Peer Avg (YTD)
+6.23%
vs Peers
+8.62%

MCGFX Mutual Fund Performance

MCGFX performance across multiple time periods: 1-month -4.13%, YTD 14.85%, 1-year 19.92%, 3-year 17.69%, 5-year 9.77%, 10-year 14.29%.

MCGFX returns outperform the peer average of 6.23% 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.