MIEDX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+3.15%
3 Months
-0.16%
6 Months
+8.37%
YTD
+15.60%
1 Year
+2.25%
3 Years (annualized)
+9.98%
5 Years (annualized)
+5.77%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIEDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.60%
Peer Avg (YTD)
+10.47%
vs Peers
+5.12%

MIEDX Mutual Fund Performance

MIEDX performance across multiple time periods: 1-month 3.15%, YTD 15.60%, 1-year 2.25%, 3-year 9.98%, 5-year 5.77%, 10-year 5.59%.

MIEDX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

MIEDX performance comparison shows side-by-side returns with another fund. MIEDX alternatives are available in the Mutual Fund Screener.