MEGTX Mutual Fund

MEGTX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-7.77%
3 Months
-2.44%
6 Months
-2.44%
YTD
-10.04%
1 Year
-9.59%
3 Years (annualized)
+22.37%
5 Years (annualized)
-1.49%
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
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📉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)
-10.04%
Peer Avg (YTD)
+11.56%
vs Peers
-21.60%

MEGTX Mutual Fund Performance

MEGTX performance across multiple time periods: 1-month -7.77%, YTD -10.04%, 1-year -9.59%, 3-year 22.37%, 5-year -1.49%, 10-year 15.85%.

MEGTX returns trail the peer average of 11.56% 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.