MIAIX Mutual Fund

MIAIX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-0.78%
3 Months
-1.20%
6 Months
-0.42%
YTD
+0.02%
1 Year
+1.79%
3 Years (annualized)
+3.01%
5 Years (annualized)
-0.33%
10 Years (annualized)
+1.73%

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
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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)
+0.02%
Peer Avg (YTD)
+0.12%
vs Peers
-0.10%

MIAIX Mutual Fund Performance

MIAIX performance across multiple time periods: 1-month -0.78%, YTD 0.02%, 1-year 1.79%, 3-year 3.01%, 5-year -0.33%, 10-year 1.73%.

MIAIX returns trail the peer average of 0.12% 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.