MTCGX Mutual Fund

MTCGX Mutual Fund

NAV$31.43
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Returns Overview

1 Month
+4.33%
3 Months
-1.85%
6 Months
+9.22%
YTD
+4.30%
1 Year
+9.92%
3 Years (annualized)
+3.14%
5 Years (annualized)
-4.93%
10 Years (annualized)
+3.79%

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)
+4.30%
Peer Avg (YTD)
+8.51%
vs Peers
-4.21%

MTCGX Mutual Fund Performance

MTCGX performance across multiple time periods: 1-month 4.33%, YTD 4.30%, 1-year 9.92%, 3-year 3.14%, 5-year -4.93%, 10-year 3.79%.

MTCGX returns trail the peer average of 8.51% 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.