MISGX Mutual Fund

MISGX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-5.46%
3 Months
+5.00%
6 Months
+5.78%
YTD
+5.87%
1 Year
+12.99%
3 Years (annualized)
+4.98%
5 Years (annualized)
-1.09%
10 Years (annualized)
+8.26%

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)
+5.87%
Peer Avg (YTD)
+15.31%
vs Peers
-9.44%

MISGX Mutual Fund Performance

MISGX performance across multiple time periods: 1-month -5.46%, YTD 5.87%, 1-year 12.99%, 3-year 4.98%, 5-year -1.09%, 10-year 8.26%.

MISGX returns trail the peer average of 15.31% 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.