MEGMX Mutual Fund

MEGMX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
-0.82%
3 Months
-5.36%
6 Months
+22.60%
YTD
+22.74%
1 Year
+29.71%
3 Years (annualized)
+23.58%
5 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.74%
Peer Avg (YTD)
+20.48%
vs Peers
+2.26%

MEGMX Mutual Fund Performance

MEGMX performance across multiple time periods: 1-month -0.82%, YTD 22.74%, 1-year 29.71%, 3-year 23.58%, 5-year 8.48%.

MEGMX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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