MIGYX Mutual Fund

MIGYX Mutual Fund

NAV$66.53
See how much of MIGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
+1.28%
6 Months
+5.87%
YTD
+8.19%
1 Year
+7.77%
3 Years (annualized)
+21.20%
5 Years (annualized)
+9.65%
10 Years (annualized)
+13.09%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+9.28%
vs Peers
-1.09%

MIGYX Mutual Fund Performance

MIGYX performance across multiple time periods: 1-month -0.62%, YTD 8.19%, 1-year 7.77%, 3-year 21.20%, 5-year 9.65%, 10-year 13.09%.

MIGYX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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