MTCGX Mutual Fund

NAV$30.75

Returns Overview

1 Month
-4.26%
3 Months
+11.58%
6 Months
+1.33%
YTD
+1.74%
1 Year
+6.97%
3 Years (annualized)
+16.25%
5 Years (annualized)
+2.26%
10 Years (annualized)
+7.76%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+8.97%
vs Peers
-7.23%

MTCGX Mutual Fund Performance

MTCGX performance across multiple time periods: 1-month -4.26%, YTD 1.74%, 1-year 6.97%, 3-year 16.25%, 5-year 2.26%, 10-year 7.76%.

MTCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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