MCGFX Mutual Fund

MCGFX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-4.55%
3 Months
-6.32%
6 Months
+14.42%
YTD
+11.21%
1 Year
+12.32%
3 Years (annualized)
+19.03%
5 Years (annualized)
+9.67%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+8.68%
vs Peers
+2.53%

MCGFX Mutual Fund Performance

MCGFX performance across multiple time periods: 1-month -4.55%, YTD 11.21%, 1-year 12.32%, 3-year 19.03%, 5-year 9.67%, 10-year 14.76%.

MCGFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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