MIGOX Mutual Fund

MIGOX Mutual Fund

NAV$35.02
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Returns Overview

1 Month
+2.43%
3 Months
-0.29%
6 Months
+8.43%
YTD
+16.08%
1 Year
+20.49%
3 Years (annualized)
+31.14%
5 Years (annualized)
+12.03%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGOX 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
Morgan Stanley Capital International All Country World Index(MSCIACWI)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+8.51%
vs Peers
+7.57%

MIGOX Mutual Fund Performance

MIGOX performance across multiple time periods: 1-month 2.43%, YTD 16.08%, 1-year 20.49%, 3-year 31.14%, 5-year 12.03%, 10-year 16.28%.

MIGOX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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