MIGDX Mutual Fund

NAV$30.16

Returns Overview

1 Month
-2.54%
3 Months
+6.66%
6 Months
-3.48%
YTD
-3.51%
1 Year
+2.52%
3 Years (annualized)
+10.43%
5 Years (annualized)
+10.09%
10 Years (annualized)
+17.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGDX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.51%
Peer Avg (YTD)
+8.97%
vs Peers
-12.49%

MIGDX Mutual Fund Performance

MIGDX performance across multiple time periods: 1-month -2.54%, YTD -3.51%, 1-year 2.52%, 3-year 10.43%, 5-year 10.09%, 10-year 17.94%.

MIGDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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