MIGLX Mutual Fund

MIGLX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
+8.70%
3 Months
-2.20%
6 Months
+11.73%
YTD
+0.30%
1 Year
-5.07%
3 Years (annualized)
+24.45%
5 Years (annualized)
-2.58%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGLX 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)
+0.30%
Peer Avg (YTD)
+8.51%
vs Peers
-8.21%

MIGLX Mutual Fund Performance

MIGLX performance across multiple time periods: 1-month 8.70%, YTD 0.30%, 1-year -5.07%, 3-year 24.45%, 5-year -2.58%, 10-year 11.25%.

MIGLX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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