MFIIX Mutual Fund

MFIIX Mutual Fund

NAV$5.70
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Returns Overview

1 Month
+1.60%
3 Months
-0.51%
6 Months
-0.95%
YTD
-0.49%
1 Year
-0.19%
3 Years (annualized)
+6.18%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFIIX 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
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🏦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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+1.93%
vs Peers
-2.42%

MFIIX Mutual Fund Performance

MFIIX performance across multiple time periods: 1-month 1.60%, YTD -0.49%, 1-year -0.19%, 3-year 6.18%, 5-year 0.57%, 10-year 2.58%.

MFIIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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