MFIAX Mutual Fund

MFIAX Mutual Fund

NAV$8.07
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Returns Overview

1 Month
-1.74%
3 Months
-0.04%
6 Months
+0.39%
YTD
+0.95%
1 Year
+6.44%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.31%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFIAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.23%
vs Peers
+0.72%

MFIAX Mutual Fund Performance

MFIAX performance across multiple time periods: 1-month -1.74%, YTD 0.95%, 1-year 6.44%, 3-year 3.73%, 5-year 0.31%, 10-year 2.11%.

MFIAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

MFIAX vs another fund shows side-by-side returns. MFIAX alternatives are available in the Mutual Fund Screener.