MIMPX Mutual Fund

NAV$9.99

Returns Overview

1 Month
-9.92%
3 Months
-8.18%
6 Months
-7.67%
YTD
-4.77%
1 Year
+13.90%
3 Years (annualized)
+12.63%
5 Years (annualized)
+8.92%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIMPX 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
MSCI All Country World Index
This Mutual Fund (YTD)
-4.77%
Peer Avg (YTD)
+5.87%
vs Peers
-10.63%

MIMPX Mutual Fund Performance

MIMPX performance across multiple time periods: 1-month -9.92%, YTD -4.77%, 1-year 13.90%, 3-year 12.63%, 5-year 8.92%, 10-year 9.11%.

MIMPX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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