MISCX Mutual Fund

NAV$16.19

Returns Overview

1 Month
-4.48%
3 Months
+5.89%
6 Months
+8.37%
YTD
+16.06%
1 Year
+33.06%
3 Years (annualized)
+14.87%
5 Years (annualized)
+7.76%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+18.52%
vs Peers
-2.47%

MISCX Mutual Fund Performance

MISCX performance across multiple time periods: 1-month -4.48%, YTD 16.06%, 1-year 33.06%, 3-year 14.87%, 5-year 7.76%, 10-year 15.47%.

MISCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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