MRCGX Mutual Fund

MRCGX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
+4.09%
3 Months
+18.74%
6 Months
+9.06%
YTD
+8.85%
1 Year
+6.51%
3 Years (annualized)
+2.10%
5 Years (annualized)
-3.26%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRCGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+18.52%
vs Peers
-9.67%

MRCGX Mutual Fund Performance

MRCGX performance across multiple time periods: 1-month 4.09%, YTD 8.85%, 1-year 6.51%, 3-year 2.10%, 5-year -3.26%, 10-year 6.58%.

MRCGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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