MIAIX Mutual Fund

MIAIX Mutual Fund

NAV$8.54
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Returns Overview

3 Months
-1.42%
6 Months
-3.49%
YTD
+0.02%
1 Year
+0.02%
3 Years (annualized)
-0.85%
5 Years (annualized)
-5.25%
10 Years (annualized)
-1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIAIX 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
PROUpgrade to run

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)
+0.02%
Peer Avg (YTD)
+2.15%
vs Peers
-2.13%

MIAIX Mutual Fund Performance

MIAIX performance across multiple time periods: YTD 0.02%, 1-year 0.02%, 3-year -0.85%, 5-year -5.25%, 10-year -1.83%.

MIAIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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