MCGFX Mutual Fund

NAV$12.07

Returns Overview

1 Month
+7.04%
3 Months
+22.14%
6 Months
+19.80%
YTD
+18.72%
1 Year
+65.79%
3 Years (annualized)
+31.88%
5 Years (annualized)
+17.52%
10 Years (annualized)
+18.24%

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

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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)
+18.72%
Peer Avg (YTD)
+8.97%
vs Peers
+9.75%

MCGFX Mutual Fund Performance

MCGFX performance across multiple time periods: 1-month 7.04%, YTD 18.72%, 1-year 65.79%, 3-year 31.88%, 5-year 17.52%, 10-year 18.24%.

MCGFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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