MEGIX Mutual Fund

NAV$22.76

Returns Overview

1 Month
-2.87%
3 Months
+14.65%
6 Months
-3.09%
YTD
-2.31%
1 Year
+0.55%
3 Years (annualized)
+29.59%
5 Years (annualized)
+0.36%
10 Years (annualized)
+17.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
+16.06%
vs Peers
-18.38%

MEGIX Mutual Fund Performance

MEGIX performance across multiple time periods: 1-month -2.87%, YTD -2.31%, 1-year 0.55%, 3-year 29.59%, 5-year 0.36%, 10-year 17.84%.

MEGIX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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