MCGRX Mutual Fund

NAV$18.58

Returns Overview

1 Month
-6.81%
3 Months
-9.40%
6 Months
+7.17%
YTD
+5.56%
1 Year
+25.59%
3 Years (annualized)
+9.40%
5 Years (annualized)
+8.90%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGRX 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 Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+11.40%
vs Peers
-5.84%

MCGRX Mutual Fund Performance

MCGRX performance across multiple time periods: 1-month -6.81%, YTD 5.56%, 1-year 25.59%, 3-year 9.40%, 5-year 8.90%, 10-year 7.51%.

MCGRX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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