MICHX Mutual Fund

MICHX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-24.03%
3 Months
-4.79%
6 Months
+9.96%
YTD
+21.80%
1 Year
+33.33%
3 Years (annualized)
+11.94%
5 Years (annualized)
-2.96%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MICHX 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 All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
+21.80%
Peer Avg (YTD)
+0.59%
vs Peers
+21.21%

MICHX Mutual Fund Performance

MICHX performance across multiple time periods: 1-month -24.03%, YTD 21.80%, 1-year 33.33%, 3-year 11.94%, 5-year -2.96%, 10-year 10.90%.

MICHX returns outperform the peer average of 0.59% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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