MEGMX Mutual Fund

MEGMX Mutual Fund

NAV$20.95
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Returns Overview

1 Month
-7.19%
3 Months
+3.21%
6 Months
+13.62%
YTD
+23.67%
1 Year
+39.33%
3 Years (annualized)
+20.34%
5 Years (annualized)
+8.10%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.67%
Peer Avg (YTD)
+17.66%
vs Peers
+6.01%

MEGMX Mutual Fund Performance

MEGMX performance across multiple time periods: 1-month -7.19%, YTD 23.67%, 1-year 39.33%, 3-year 20.34%, 5-year 8.10%.

MEGMX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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