MIGOX Mutual Fund

NAV$34.63

Returns Overview

1 Month
+3.42%
3 Months
+25.22%
6 Months
+20.40%
YTD
+20.40%
1 Year
+25.41%
3 Years (annualized)
+32.47%

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
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
Morgan Stanley Capital International All Country World Index(MSCIACWI)
This Mutual Fund (YTD)
+20.40%
Peer Avg (YTD)
+8.97%
vs Peers
+11.43%

MIGOX Mutual Fund Performance

MIGOX performance across multiple time periods: 1-month 3.42%, YTD 20.40%, 1-year 25.41%, 3-year 32.47%.

MIGOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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