MFIOX Mutual Fund

MFIOX Mutual Fund

NAV$5.71
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Returns Overview

1 Month
+1.60%
3 Months
-0.55%
6 Months
-1.05%
YTD
-0.67%
1 Year
-0.41%
3 Years (annualized)
+5.93%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFIOX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
+1.93%
vs Peers
-2.60%

MFIOX Mutual Fund Performance

MFIOX performance across multiple time periods: 1-month 1.60%, YTD -0.67%, 1-year -0.41%, 3-year 5.93%, 5-year 0.30%, 10-year 2.34%.

MFIOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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