MEGTX Mutual Fund

NAV$15.24

Returns Overview

1 Month
-2.90%
3 Months
+14.52%
6 Months
-3.24%
YTD
-2.46%
1 Year
+0.26%
3 Years (annualized)
+29.24%
5 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEGTX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
+16.06%
vs Peers
-18.53%

MEGTX Mutual Fund Performance

MEGTX performance across multiple time periods: 1-month -2.90%, YTD -2.46%, 1-year 0.26%, 3-year 29.24%, 5-year 0.10%.

MEGTX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

MEGTX performance comparison shows side-by-side returns with another fund. MEGTX alternatives are available in the Mutual Fund Screener.