MIEIX Mutual Fund

NAV$44.46

Returns Overview

1 Month
-0.52%
3 Months
+7.36%
6 Months
+3.23%
YTD
+2.65%
1 Year
+8.40%
3 Years (annualized)
+11.38%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIEIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+9.13%
vs Peers
-6.49%

MIEIX Mutual Fund Performance

MIEIX performance across multiple time periods: 1-month -0.52%, YTD 2.65%, 1-year 8.40%, 3-year 11.38%, 5-year 7.43%, 10-year 10.13%.

MIEIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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