MCGRX Mutual Fund

MCGRX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
+6.23%
3 Months
-3.44%
6 Months
+2.16%
YTD
+13.85%
1 Year
+33.12%
3 Years (annualized)
+10.82%
5 Years (annualized)
+11.72%
10 Years (annualized)
+8.77%

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)
+13.85%
Peer Avg (YTD)
+17.07%
vs Peers
-3.22%

MCGRX Mutual Fund Performance

MCGRX performance across multiple time periods: 1-month 6.23%, YTD 13.85%, 1-year 33.12%, 3-year 10.82%, 5-year 11.72%, 10-year 8.77%.

MCGRX returns trail the peer average of 17.07% YTD. With an expense ratio of 1.88%, 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.