MCGIX Mutual Fund

MCGIX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
-4.59%
3 Months
-6.36%
6 Months
+14.34%
YTD
+11.28%
1 Year
+12.42%
3 Years (annualized)
+19.23%
5 Years (annualized)
+9.87%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+8.68%
vs Peers
+2.60%

MCGIX Mutual Fund Performance

MCGIX performance across multiple time periods: 1-month -4.59%, YTD 11.28%, 1-year 12.42%, 3-year 19.23%, 5-year 9.87%, 10-year 13.81%.

MCGIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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