MICIX Mutual Fund

MICIX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
-1.72%
3 Months
+2.89%
6 Months
+8.67%
YTD
+15.85%
1 Year
+32.36%
3 Years (annualized)
+20.86%
5 Years (annualized)
+11.71%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MICIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+15.85%
Peer Avg (YTD)
+9.42%
vs Peers
+6.43%

MICIX Mutual Fund Performance

MICIX performance across multiple time periods: 1-month -1.72%, YTD 15.85%, 1-year 32.36%, 3-year 20.86%, 5-year 11.71%, 10-year 10.96%.

MICIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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