MICIX Mutual Fund

NAV$11.28

Returns Overview

1 Month
-2.08%
3 Months
+2.64%
6 Months
+6.11%
YTD
+13.03%
1 Year
+43.10%
3 Years (annualized)
+26.16%
5 Years (annualized)
+13.42%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MICIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+9.13%
vs Peers
+3.89%

MICIX Mutual Fund Performance

MICIX performance across multiple time periods: 1-month -2.08%, YTD 13.03%, 1-year 43.10%, 3-year 26.16%, 5-year 13.42%, 10-year 11.56%.

MICIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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