MTCGX Mutual Fund

MTCGX Mutual Fund

NAV$28.31
See how much of MTCGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.20%
3 Months
-0.82%
6 Months
-2.11%
YTD
-0.86%
1 Year
-25.91%
3 Years (annualized)
+4.09%
5 Years (annualized)
-5.99%
10 Years (annualized)
+3.40%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+5.23%
vs Peers
-6.09%

MTCGX Mutual Fund Performance

MTCGX performance across multiple time periods: 1-month -6.20%, YTD -0.86%, 1-year -25.91%, 3-year 4.09%, 5-year -5.99%, 10-year 3.40%.

MTCGX returns trail the peer average of 5.23% 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.