MICFX Mutual Fund

MICFX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-3.32%
3 Months
+0.18%
6 Months
-5.32%
YTD
-1.57%
1 Year
+8.49%
3 Years (annualized)
+7.63%
5 Years (annualized)
-3.72%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MICFX 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
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🏦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
MSCI China Index(^MH302400)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+0.59%
vs Peers
-2.16%

MICFX Mutual Fund Performance

MICFX performance across multiple time periods: 1-month -3.32%, YTD -1.57%, 1-year 8.49%, 3-year 7.63%, 5-year -3.72%, 10-year 8.09%.

MICFX returns trail the peer average of 0.59% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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