MISGX Mutual Fund

MISGX Mutual Fund

NAV$12.34
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Returns Overview

1 Month
+2.50%
3 Months
+3.88%
6 Months
+9.14%
YTD
+8.51%
1 Year
+9.20%
3 Years (annualized)
+8.55%
5 Years (annualized)
-0.98%
10 Years (annualized)
+8.29%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+15.20%
vs Peers
-6.68%

MISGX Mutual Fund Performance

MISGX performance across multiple time periods: 1-month 2.50%, YTD 8.51%, 1-year 9.20%, 3-year 8.55%, 5-year -0.98%, 10-year 8.29%.

MISGX returns trail the peer average of 15.20% 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.