MCGRX Mutual Fund

MCGRX Mutual Fund

NAV$19.39
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Returns Overview

1 Month
-6.09%
3 Months
+9.45%
6 Months
-0.83%
YTD
+15.53%
1 Year
+24.94%
3 Years (annualized)
+14.01%
5 Years (annualized)
+13.17%
10 Years (annualized)
+9.18%

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)
+15.53%
Peer Avg (YTD)
+18.95%
vs Peers
-3.42%

MCGRX Mutual Fund Performance

MCGRX performance across multiple time periods: 1-month -6.09%, YTD 15.53%, 1-year 24.94%, 3-year 14.01%, 5-year 13.17%, 10-year 9.18%.

MCGRX returns trail the peer average of 18.95% 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.