MIMIX Mutual Fund

MIMIX Mutual Fund

NAV$7.86
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Returns Overview

1 Month
+3.51%
3 Months
-1.43%
6 Months
-1.53%
YTD
-0.35%
1 Year
-0.07%
3 Years (annualized)
+5.68%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+0.07%
vs Peers
-0.42%

MIMIX Mutual Fund Performance

MIMIX performance across multiple time periods: 1-month 3.51%, YTD -0.35%, 1-year -0.07%, 3-year 5.68%, 5-year 0.61%, 10-year 2.08%.

MIMIX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

MIMIX vs another fund shows side-by-side returns. MIMIX alternatives are available in the Mutual Fund Screener.