MIGAX Mutual Fund

NAV$10.40

Returns Overview

1 Month
+0.08%
3 Months
+1.45%
6 Months
+0.63%
YTD
+0.63%
1 Year
+3.81%
3 Years (annualized)
+5.08%
5 Years (annualized)
+0.01%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGAX 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
Bloomberg US Corporate Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+3.23%
vs Peers
-2.59%

MIGAX Mutual Fund Performance

MIGAX performance across multiple time periods: 1-month 0.08%, YTD 0.63%, 1-year 3.81%, 3-year 5.08%, 5-year 0.01%, 10-year 2.60%.

MIGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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