MIGBX Mutual Fund

MIGBX Mutual Fund

NAV$29.17
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Returns Overview

1 Month
-1.39%
3 Months
-0.85%
6 Months
+0.84%
YTD
-2.09%
1 Year
-3.22%
3 Years (annualized)
+12.01%
5 Years (annualized)
+4.82%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGBX 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)
-2.09%
Peer Avg (YTD)
+5.23%
vs Peers
-7.33%

MIGBX Mutual Fund Performance

MIGBX performance across multiple time periods: 1-month -1.39%, YTD -2.09%, 1-year -3.22%, 3-year 12.01%, 5-year 4.82%, 10-year 12.74%.

MIGBX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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