MTCGX Mutual Fund

MTCGX Mutual Fund

NAV$30.20
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Returns Overview

1 Month
-1.74%
3 Months
-1.30%
6 Months
+1.64%
YTD
-0.04%
1 Year
+5.60%
3 Years (annualized)
+17.78%
5 Years (annualized)
+8.65%
10 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+6.23%
vs Peers
-6.27%

MTCGX Mutual Fund Performance

MTCGX performance across multiple time periods: 1-month -1.74%, YTD -0.04%, 1-year 5.60%, 3-year 17.78%, 5-year 8.65%, 10-year 15.03%.

MTCGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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