MTGCX Mutual Fund

MTGCX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+1.34%
3 Months
+1.85%
6 Months
+4.91%
YTD
+4.91%
1 Year
+9.10%
3 Years (annualized)
+5.16%
5 Years (annualized)
+2.68%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTGCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+2.93%
vs Peers
+1.99%

MTGCX Mutual Fund Performance

MTGCX performance across multiple time periods: 1-month 1.34%, YTD 4.91%, 1-year 9.10%, 3-year 5.16%, 5-year 2.68%, 10-year 3.13%.

MTGCX returns outperform the peer average of 2.93% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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