MIGBX Mutual Fund

MIGBX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
+2.33%
3 Months
+1.70%
6 Months
-0.43%
YTD
-1.25%
1 Year
+2.14%
3 Years (annualized)
+9.10%
5 Years (annualized)
+5.60%
10 Years (annualized)
+12.40%

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
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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)
-1.25%
Peer Avg (YTD)
+6.23%
vs Peers
-7.49%

MIGBX Mutual Fund Performance

MIGBX performance across multiple time periods: 1-month 2.33%, YTD -1.25%, 1-year 2.14%, 3-year 9.10%, 5-year 5.60%, 10-year 12.40%.

MIGBX returns trail the peer average of 6.23% 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.