MIGWX Mutual Fund

MIGWX Mutual Fund

NAV$27.15
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Returns Overview

1 Month
+1.26%
3 Months
+0.30%
6 Months
+13.57%
YTD
+4.97%
1 Year
+4.31%
3 Years (annualized)
+20.62%
5 Years (annualized)
+8.40%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+8.68%
vs Peers
-3.71%

MIGWX Mutual Fund Performance

MIGWX performance across multiple time periods: 1-month 1.26%, YTD 4.97%, 1-year 4.31%, 3-year 20.62%, 5-year 8.40%, 10-year 16.19%.

MIGWX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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