MCGWX Mutual Fund

MCGWX Mutual Fund

NAV$26.22
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Returns Overview

1 Month
+0.42%
3 Months
-0.98%
6 Months
+1.43%
YTD
+5.56%
1 Year
+7.04%
3 Years (annualized)
+12.89%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.29%

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)
+5.56%
Peer Avg (YTD)
+6.22%
vs Peers
-0.66%

MCGWX Mutual Fund Performance

MCGWX performance across multiple time periods: 1-month 0.42%, YTD 5.56%, 1-year 7.04%, 3-year 12.89%, 5-year 4.13%, 10-year 8.29%.

MCGWX returns trail the peer average of 6.22% 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.