MISGX Mutual Fund

MISGX Mutual Fund

NAV$12.40
See how much of MISGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
-2.03%
6 Months
+2.87%
YTD
+3.72%
1 Year
+3.02%
3 Years (annualized)
+12.72%
5 Years (annualized)
-1.61%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+12.21%
vs Peers
-8.49%

MISGX Mutual Fund Performance

MISGX performance across multiple time periods: 1-month 1.70%, YTD 3.72%, 1-year 3.02%, 3-year 12.72%, 5-year -1.61%, 10-year 8.06%.

MISGX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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