MEGTX Mutual Fund

MEGTX Mutual Fund

NAV$16.14
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Returns Overview

1 Month
+0.71%
3 Months
+1.87%
6 Months
+16.66%
YTD
-0.64%
1 Year
-8.97%
3 Years (annualized)
+30.35%
5 Years (annualized)
-0.10%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGTX 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)
-0.64%
Peer Avg (YTD)
+16.41%
vs Peers
-17.05%

MEGTX Mutual Fund Performance

MEGTX performance across multiple time periods: 1-month 0.71%, YTD -0.64%, 1-year -8.97%, 3-year 30.35%, 5-year -0.10%, 10-year 15.85%.

MEGTX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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