MIALX Mutual Fund

NAV$8.69

Returns Overview

1 Month
-0.67%
3 Months
+0.34%
6 Months
+0.22%
YTD
+0.34%
1 Year
+1.48%
3 Years (annualized)
+2.29%
5 Years (annualized)
-0.72%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIALX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+3.23%
vs Peers
-2.89%

MIALX Mutual Fund Performance

MIALX performance across multiple time periods: 1-month -0.67%, YTD 0.34%, 1-year 1.48%, 3-year 2.29%, 5-year -0.72%, 10-year 0.93%.

MIALX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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