MICIX Mutual Fund

MICIX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
-4.10%
3 Months
-3.68%
6 Months
-0.90%
YTD
+10.02%
1 Year
+15.51%
3 Years (annualized)
+23.67%
5 Years (annualized)
+10.63%
10 Years (annualized)
+9.71%

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)
+10.02%
Peer Avg (YTD)
+8.05%
vs Peers
+1.97%

MICIX Mutual Fund Performance

MICIX performance across multiple time periods: 1-month -4.10%, YTD 10.02%, 1-year 15.51%, 3-year 23.67%, 5-year 10.63%, 10-year 9.71%.

MICIX returns outperform the peer average of 8.05% 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.