MEGIX Mutual Fund

MEGIX Mutual Fund

NAV$23.20
See how much of MEGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.80%
3 Months
-2.41%
6 Months
-2.33%
YTD
-9.93%
1 Year
-9.38%
3 Years (annualized)
+22.67%
5 Years (annualized)
-1.25%
10 Years (annualized)
+16.11%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-9.93%
Peer Avg (YTD)
+11.56%
vs Peers
-21.49%

MEGIX Mutual Fund Performance

MEGIX performance across multiple time periods: 1-month -7.80%, YTD -9.93%, 1-year -9.38%, 3-year 22.67%, 5-year -1.25%, 10-year 16.11%.

MEGIX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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