MIGIX Mutual Fund

NAV$19.66

Returns Overview

1 Month
-3.23%
3 Months
+14.41%
6 Months
-0.45%
YTD
-0.40%
1 Year
-1.20%
3 Years (annualized)
+24.39%
5 Years (annualized)
-1.78%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGIX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+8.97%
vs Peers
-9.37%

MIGIX Mutual Fund Performance

MIGIX performance across multiple time periods: 1-month -3.23%, YTD -0.40%, 1-year -1.20%, 3-year 24.39%, 5-year -1.78%, 10-year 12.72%.

MIGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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