MIGIX Mutual Fund

MIGIX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
-4.80%
3 Months
+2.44%
6 Months
+0.48%
YTD
-4.99%
1 Year
-16.62%
3 Years (annualized)
+29.64%
5 Years (annualized)
-2.58%
10 Years (annualized)
+11.58%

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
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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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-4.99%
Peer Avg (YTD)
+5.23%
vs Peers
-10.22%

MIGIX Mutual Fund Performance

MIGIX performance across multiple time periods: 1-month -4.80%, YTD -4.99%, 1-year -16.62%, 3-year 29.64%, 5-year -2.58%, 10-year 11.58%.

MIGIX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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