MIEAX Mutual Fund

NAV$15.14

Returns Overview

1 Month
-0.94%
3 Months
+15.08%
6 Months
+9.93%
YTD
+9.68%
1 Year
+21.59%
3 Years (annualized)
+19.82%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+9.51%
vs Peers
+0.17%

MIEAX Mutual Fund Performance

MIEAX performance across multiple time periods: 1-month -0.94%, YTD 9.68%, 1-year 21.59%, 3-year 19.82%, 5-year 12.68%, 10-year 12.58%.

MIEAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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