MACGX Mutual Fund

NAV$16.48

Returns Overview

1 Month
-3.23%
3 Months
+2.42%
6 Months
-2.08%
YTD
-1.55%
1 Year
-3.90%
3 Years (annualized)
+23.04%
5 Years (annualized)
-6.29%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
+10.82%
vs Peers
-12.37%

MACGX Mutual Fund Performance

MACGX performance across multiple time periods: 1-month -3.23%, YTD -1.55%, 1-year -3.90%, 3-year 23.04%, 5-year -6.29%, 10-year 13.36%.

MACGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

MACGX performance comparison shows side-by-side returns with another fund. MACGX alternatives are available in the Mutual Fund Screener.