MIFIX Mutual Fund

NAV$17.32

Returns Overview

1 Month
+0.54%
3 Months
+5.46%
6 Months
+5.29%
YTD
+5.17%
1 Year
+9.72%
3 Years (annualized)
+7.77%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+3.23%
vs Peers
+1.94%

MIFIX Mutual Fund Performance

MIFIX performance across multiple time periods: 1-month 0.54%, YTD 5.17%, 1-year 9.72%, 3-year 7.77%, 5-year 3.84%, 10-year 5.16%.

MIFIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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