MCGAX Mutual Fund

MCGAX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-2.60%
3 Months
-6.00%
6 Months
+11.51%
YTD
+4.36%
1 Year
+1.17%
3 Years (annualized)
+12.78%
5 Years (annualized)
+0.61%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+6.73%
vs Peers
-2.37%

MCGAX Mutual Fund Performance

MCGAX performance across multiple time periods: 1-month -2.60%, YTD 4.36%, 1-year 1.17%, 3-year 12.78%, 5-year 0.61%, 10-year 8.19%.

MCGAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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