MEGBX Mutual Fund

MEGBX Mutual Fund

NAV$117.36
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Returns Overview

1 Month
+1.19%
3 Months
+1.68%
6 Months
+17.77%
YTD
+5.45%
1 Year
+4.35%
3 Years (annualized)
+17.12%
5 Years (annualized)
+7.05%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGBX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+8.68%
vs Peers
-3.23%

MEGBX Mutual Fund Performance

MEGBX performance across multiple time periods: 1-month 1.19%, YTD 5.45%, 1-year 4.35%, 3-year 17.12%, 5-year 7.05%, 10-year 14.55%.

MEGBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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