MMCGX Mutual Fund

MMCGX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
-4.43%
3 Months
+15.63%
6 Months
+2.53%
YTD
+1.65%
1 Year
-3.50%
3 Years (annualized)
+23.52%
5 Years (annualized)
-1.56%
10 Years (annualized)
+24.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMCGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+10.82%
vs Peers
-9.17%

MMCGX Mutual Fund Performance

MMCGX performance across multiple time periods: 1-month -4.43%, YTD 1.65%, 1-year -3.50%, 3-year 23.52%, 5-year -1.56%, 10-year 24.44%.

MMCGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

MMCGX performance comparison shows side-by-side returns with another fund. MMCGX alternatives are available in the Mutual Fund Screener.