MCGRX Mutual Fund

MCGRX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+2.46%
3 Months
+5.57%
6 Months
+1.94%
YTD
+18.38%
1 Year
+31.84%
3 Years (annualized)
+16.57%
5 Years (annualized)
+11.45%
10 Years (annualized)
+9.22%

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
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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 Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+18.38%
Peer Avg (YTD)
+21.06%
vs Peers
-2.68%

MCGRX Mutual Fund Performance

MCGRX performance across multiple time periods: 1-month 2.46%, YTD 18.38%, 1-year 31.84%, 3-year 16.57%, 5-year 11.45%, 10-year 9.22%.

MCGRX returns trail the peer average of 21.06% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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