MISGX Mutual Fund

NAV$13.40

Returns Overview

1 Month
+7.20%
3 Months
+21.52%
6 Months
+11.34%
YTD
+11.98%
1 Year
+17.03%
3 Years (annualized)
+8.41%
5 Years (annualized)
+0.01%
10 Years (annualized)
+9.51%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+18.52%
vs Peers
-6.54%

MISGX Mutual Fund Performance

MISGX performance across multiple time periods: 1-month 7.20%, YTD 11.98%, 1-year 17.03%, 3-year 8.41%, 5-year 0.01%, 10-year 9.51%.

MISGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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