MCGWX Mutual Fund

NAV$26.44

Returns Overview

1 Month
+0.27%
3 Months
+2.36%
6 Months
+4.46%
YTD
+6.53%
1 Year
+11.51%
3 Years (annualized)
+10.77%
5 Years (annualized)
+5.13%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGWX 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
PROUpgrade 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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+6.73%
vs Peers
-0.20%

MCGWX Mutual Fund Performance

MCGWX performance across multiple time periods: 1-month 0.27%, YTD 6.53%, 1-year 11.51%, 3-year 10.77%, 5-year 5.13%, 10-year 8.48%.

MCGWX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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