MIGOX Mutual Fund

MIGOX Mutual Fund

NAV$34.25
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Returns Overview

1 Month
+0.88%
3 Months
-2.74%
6 Months
+21.79%
YTD
+17.10%
1 Year
+15.01%
3 Years (annualized)
+31.14%
5 Years (annualized)
+12.03%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGOX 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
Morgan Stanley Capital International All Country World Index(MSCIACWI)
This Mutual Fund (YTD)
+17.10%
Peer Avg (YTD)
+8.68%
vs Peers
+8.42%

MIGOX Mutual Fund Performance

MIGOX performance across multiple time periods: 1-month 0.88%, YTD 17.10%, 1-year 15.01%, 3-year 31.14%, 5-year 12.03%, 10-year 16.28%.

MIGOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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