MCGIX Mutual Fund

MCGIX Mutual Fund

NAV$11.79
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Returns Overview

1 Month
-4.18%
3 Months
+4.84%
6 Months
+11.31%
YTD
+14.96%
1 Year
+20.10%
3 Years (annualized)
+17.84%
5 Years (annualized)
+9.96%
10 Years (annualized)
+14.49%

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
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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)
+14.96%
Peer Avg (YTD)
+6.23%
vs Peers
+8.73%

MCGIX Mutual Fund Performance

MCGIX performance across multiple time periods: 1-month -4.18%, YTD 14.96%, 1-year 20.10%, 3-year 17.84%, 5-year 9.96%, 10-year 14.49%.

MCGIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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