MCGIX Mutual Fund

NAV$12.65

Returns Overview

1 Month
+7.06%
3 Months
+22.10%
6 Months
+19.98%
YTD
+18.83%
1 Year
+27.34%
3 Years (annualized)
+20.96%
5 Years (annualized)
+11.65%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.83%
Peer Avg (YTD)
+8.97%
vs Peers
+9.86%

MCGIX Mutual Fund Performance

MCGIX performance across multiple time periods: 1-month 7.06%, YTD 18.83%, 1-year 27.34%, 3-year 20.96%, 5-year 11.65%, 10-year 15.35%.

MCGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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