MIISX Mutual Fund

NAV$6.34

Returns Overview

1 Month
-0.21%
3 Months
+4.03%
6 Months
+14.53%
YTD
+12.82%
1 Year
+8.64%
3 Years (annualized)
+12.20%
5 Years (annualized)
+17.79%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIISX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+11.10%
vs Peers
+1.72%

MIISX Mutual Fund Performance

MIISX performance across multiple time periods: 1-month -0.21%, YTD 12.82%, 1-year 8.64%, 3-year 12.20%, 5-year 17.79%, 10-year 10.72%.

MIISX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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