MICFX Mutual Fund

MICFX Mutual Fund

NAV$14.84
See how much of MICFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.96%
3 Months
-15.97%
6 Months
-15.82%
YTD
-19.67%
1 Year
-20.14%
3 Years (annualized)
+8.39%
5 Years (annualized)
-6.64%
10 Years (annualized)
+4.75%

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
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
MSCI China Index(^MH302400)
This Mutual Fund (YTD)
-19.67%
Peer Avg (YTD)
-11.56%
vs Peers
-8.11%

MICFX Mutual Fund Performance

MICFX performance across multiple time periods: 1-month -11.96%, YTD -19.67%, 1-year -20.14%, 3-year 8.39%, 5-year -6.64%, 10-year 4.75%.

MICFX returns trail the peer average of -11.56% 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.