MIFOX Mutual Fund

Returns Overview

1 Month
-1.17%
3 Months
+13.89%
6 Months
+9.57%
YTD
+9.57%
1 Year
+13.03%
3 Years (annualized)
+25.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIFOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+8.97%
vs Peers
+0.60%

MIFOX Mutual Fund Performance

MIFOX performance across multiple time periods: 1-month -1.17%, YTD 9.57%, 1-year 13.03%, 3-year 25.22%.

MIFOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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