MSCGX Mutual Fund

MSCGX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-5.36%
3 Months
-7.09%
6 Months
+8.26%
YTD
+8.55%
1 Year
+11.71%
3 Years (annualized)
+12.74%
5 Years (annualized)
+6.02%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCGX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+10.34%
vs Peers
-1.79%

MSCGX Mutual Fund Performance

MSCGX performance across multiple time periods: 1-month -5.36%, YTD 8.55%, 1-year 11.71%, 3-year 12.74%, 5-year 6.02%, 10-year 10.25%.

MSCGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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