MIOIX Mutual Fund

NAV$32.72

Returns Overview

1 Month
-3.68%
3 Months
+2.09%
6 Months
+0.93%
YTD
+0.62%
1 Year
+4.91%
3 Years (annualized)
+13.60%
5 Years (annualized)
-0.16%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOIX 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 ex USA Net Index
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+8.97%
vs Peers
-8.36%

MIOIX Mutual Fund Performance

MIOIX performance across multiple time periods: 1-month -3.68%, YTD 0.62%, 1-year 4.91%, 3-year 13.60%, 5-year -0.16%, 10-year 11.69%.

MIOIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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