MIIRX Mutual Fund

MIIRX Mutual Fund

NAV$10.37
See how much of MIIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.56%
3 Months
+0.22%
6 Months
-0.09%
YTD
+0.01%
1 Year
+0.73%
3 Years (annualized)
+4.51%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIIRX 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
Bloomberg US Intermediate Government Credit A Bond Index
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+1.93%
vs Peers
-1.91%

MIIRX Mutual Fund Performance

MIIRX performance across multiple time periods: 1-month 1.56%, YTD 0.01%, 1-year 0.73%, 3-year 4.51%, 5-year 1.06%, 10-year 1.41%.

MIIRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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