MEGRX Mutual Fund

MEGRX Mutual Fund

NAV$167.37
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Returns Overview

1 Month
+2.80%
3 Months
-0.07%
6 Months
+10.80%
YTD
+5.24%
1 Year
+6.23%
3 Years (annualized)
+31.58%
5 Years (annualized)
+15.99%
10 Years (annualized)
+21.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+8.51%
vs Peers
-3.27%

MEGRX Mutual Fund Performance

MEGRX performance across multiple time periods: 1-month 2.80%, YTD 5.24%, 1-year 6.23%, 3-year 31.58%, 5-year 15.99%, 10-year 21.32%.

MEGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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