MIABX Mutual Fund

MIABX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
+2.59%
3 Months
-0.13%
6 Months
-1.69%
YTD
-0.71%
1 Year
-1.34%
3 Years (annualized)
+3.67%
5 Years (annualized)
-1.21%
10 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIABX 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 Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+1.93%
vs Peers
-2.64%

MIABX Mutual Fund Performance

MIABX performance across multiple time periods: 1-month 2.59%, YTD -0.71%, 1-year -1.34%, 3-year 3.67%, 5-year -1.21%, 10-year 0.94%.

MIABX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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