MCGWX Mutual Fund

MCGWX Mutual Fund

NAV$26.99
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Returns Overview

1 Month
+0.34%
3 Months
+2.44%
6 Months
+4.54%
YTD
+6.61%
1 Year
+11.72%
3 Years (annualized)
+10.04%
5 Years (annualized)
+4.83%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGWX 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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+6.57%
vs Peers
+0.04%

MCGWX Mutual Fund Performance

MCGWX performance across multiple time periods: 1-month 0.34%, YTD 6.61%, 1-year 11.72%, 3-year 10.04%, 5-year 4.83%, 10-year 8.19%.

MCGWX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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