MIGYX Mutual Fund

MIGYX Mutual Fund

NAV$67.54
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Returns Overview

1 Month
+2.01%
3 Months
+3.11%
6 Months
+10.58%
YTD
+8.96%
1 Year
+13.68%
3 Years (annualized)
+18.34%
5 Years (annualized)
+10.35%
10 Years (annualized)
+12.95%

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)
+8.96%
Peer Avg (YTD)
+11.21%
vs Peers
-2.25%

MIGYX Mutual Fund Performance

MIGYX performance across multiple time periods: 1-month 2.01%, YTD 8.96%, 1-year 13.68%, 3-year 18.34%, 5-year 10.35%, 10-year 12.95%.

MIGYX returns trail the peer average of 11.21% 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.