MISIX Mutual Fund

NAV$21.54

Returns Overview

1 Month
-1.24%
3 Months
-1.82%
6 Months
+0.70%
YTD
+7.59%
1 Year
+28.91%
3 Years (annualized)
+21.58%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISIX 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)
+7.59%
Peer Avg (YTD)
+9.16%
vs Peers
-1.57%

MISIX Mutual Fund Performance

MISIX performance across multiple time periods: 1-month -1.24%, YTD 7.59%, 1-year 28.91%, 3-year 21.58%, 5-year 8.92%, 10-year 11.03%.

MISIX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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