MSCGX Mutual Fund

MSCGX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-1.83%
3 Months
+4.89%
6 Months
+11.52%
YTD
+16.04%
1 Year
+22.31%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.53%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCGX 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 Index(^R25I)
This Mutual Fund (YTD)
+16.04%
Peer Avg (YTD)
+15.31%
vs Peers
+0.73%

MSCGX Mutual Fund Performance

MSCGX performance across multiple time periods: 1-month -1.83%, YTD 16.04%, 1-year 22.31%, 3-year 13.25%, 5-year 6.53%, 10-year 10.37%.

MSCGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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