MIALX Mutual Fund

MIALX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-0.91%
3 Months
-1.58%
6 Months
-1.03%
YTD
-0.58%
1 Year
+0.66%
3 Years (annualized)
+1.98%
5 Years (annualized)
-1.33%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIALX 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)
-0.58%
Peer Avg (YTD)
+0.12%
vs Peers
-0.70%

MIALX Mutual Fund Performance

MIALX performance across multiple time periods: 1-month -0.91%, YTD -0.58%, 1-year 0.66%, 3-year 1.98%, 5-year -1.33%, 10-year 0.78%.

MIALX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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