MIGWX Mutual Fund

NAV$26.92
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Returns Overview

1 Month
-2.43%
3 Months
+13.23%
6 Months
+4.65%
YTD
+4.65%
1 Year
+9.01%
3 Years (annualized)
+22.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGWX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+8.97%
vs Peers
-4.32%

MIGWX Mutual Fund Performance

MIGWX performance across multiple time periods: 1-month -2.43%, YTD 4.65%, 1-year 9.01%, 3-year 22.05%.

MIGWX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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