MEGIX Mutual Fund

MEGIX Mutual Fund

NAV$23.78
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Returns Overview

1 Month
+0.73%
3 Months
+1.88%
6 Months
+16.81%
YTD
-0.48%
1 Year
-8.76%
3 Years (annualized)
+30.66%
5 Years (annualized)
+0.14%
10 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+16.41%
vs Peers
-16.89%

MEGIX Mutual Fund Performance

MEGIX performance across multiple time periods: 1-month 0.73%, YTD -0.48%, 1-year -8.76%, 3-year 30.66%, 5-year 0.14%, 10-year 17.11%.

MEGIX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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