MEGMX Mutual Fund

NAV$20.61

Returns Overview

1 Month
+0.14%
3 Months
+29.54%
6 Months
+33.25%
YTD
+29.69%
1 Year
+51.74%
3 Years (annualized)
+25.11%
5 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.69%
Peer Avg (YTD)
+23.08%
vs Peers
+6.62%

MEGMX Mutual Fund Performance

MEGMX performance across multiple time periods: 1-month 0.14%, YTD 29.69%, 1-year 51.74%, 3-year 25.11%, 5-year 8.35%.

MEGMX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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