MIGLX Mutual Fund

NAV$15.70

Returns Overview

1 Month
-5.71%
3 Months
-1.57%
6 Months
-6.32%
YTD
-6.60%
1 Year
-2.00%
3 Years (annualized)
+23.35%
5 Years (annualized)
+4.21%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIGLX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-6.60%
Peer Avg (YTD)
+8.97%
vs Peers
-15.57%

MIGLX Mutual Fund Performance

MIGLX performance across multiple time periods: 1-month -5.71%, YTD -6.60%, 1-year -2.00%, 3-year 23.35%, 5-year 4.21%, 10-year 16.03%.

MIGLX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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