MIGYX Mutual Fund

MIGYX Mutual Fund

NAV$68.21
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Returns Overview

1 Month
+0.46%
3 Months
+14.36%
6 Months
+6.43%
YTD
+6.16%
1 Year
+15.10%
3 Years (annualized)
+17.17%
5 Years (annualized)
+10.71%
10 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+9.51%
vs Peers
-3.35%

MIGYX Mutual Fund Performance

MIGYX performance across multiple time periods: 1-month 0.46%, YTD 6.16%, 1-year 15.10%, 3-year 17.17%, 5-year 10.71%, 10-year 12.94%.

MIGYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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