MIEZX Mutual Fund

MIEZX Mutual Fund

NAV$16.29
See how much of MIEZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+1.42%
6 Months
+5.59%
YTD
+11.32%
1 Year
+11.84%
3 Years (annualized)
+23.09%
5 Years (annualized)
+11.77%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIEZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+9.28%
vs Peers
+2.05%

MIEZX Mutual Fund Performance

MIEZX performance across multiple time periods: 1-month -0.91%, YTD 11.32%, 1-year 11.84%, 3-year 23.09%, 5-year 11.77%, 10-year 15.18%.

MIEZX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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