MISAX Mutual Fund

NAV$21.32

Returns Overview

1 Month
-1.30%
3 Months
-1.93%
6 Months
+0.47%
YTD
+7.30%
1 Year
+28.49%
3 Years (annualized)
+21.13%
5 Years (annualized)
+8.51%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISAX 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 Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+9.16%
vs Peers
-1.86%

MISAX Mutual Fund Performance

MISAX performance across multiple time periods: 1-month -1.30%, YTD 7.30%, 1-year 28.49%, 3-year 21.13%, 5-year 8.51%, 10-year 10.60%.

MISAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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