MIIDX Mutual Fund

NAV$12.17

Returns Overview

1 Month
-0.07%
3 Months
+0.86%
6 Months
+2.29%
YTD
+6.20%
1 Year
+6.20%
3 Years (annualized)
+4.53%
5 Years (annualized)
+0.95%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIIDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+5.98%
vs Peers
+0.21%

MIIDX Mutual Fund Performance

MIIDX performance across multiple time periods: 1-month -0.07%, YTD 6.20%, 1-year 6.20%, 3-year 4.53%, 5-year 0.95%, 10-year 1.92%.

MIIDX returns outperform the peer average of 5.98% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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