MIATX Mutual Fund

NAV$8.81

Returns Overview

1 Month
-0.66%
3 Months
+0.45%
6 Months
+0.56%
YTD
+0.56%
1 Year
+2.05%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIATX 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)
+0.56%
Peer Avg (YTD)
+3.23%
vs Peers
-2.67%

MIATX Mutual Fund Performance

MIATX performance across multiple time periods: 1-month -0.66%, YTD 0.56%, 1-year 2.05%, 3-year 2.84%, 5-year -0.20%, 10-year 1.46%.

MIATX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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