MIGIX Mutual Fund

MIGIX Mutual Fund

NAV$19.87
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Returns Overview

1 Month
-1.10%
3 Months
+0.20%
6 Months
+14.64%
YTD
-0.20%
1 Year
-10.56%
3 Years (annualized)
+25.52%
5 Years (annualized)
-1.75%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGIX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+8.68%
vs Peers
-8.88%

MIGIX Mutual Fund Performance

MIGIX performance across multiple time periods: 1-month -1.10%, YTD -0.20%, 1-year -10.56%, 3-year 25.52%, 5-year -1.75%, 10-year 12.20%.

MIGIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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