MIMSX Mutual Fund

MIMSX Mutual Fund

NAV$1.83
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Returns Overview

1 Month
+6.98%
3 Months
+2.22%
6 Months
+5.55%
YTD
+4.55%
1 Year
+19.43%
3 Years (annualized)
+7.28%
5 Years (annualized)
+1.77%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIMSX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+4.95%
vs Peers
-0.40%

MIMSX Mutual Fund Performance

MIMSX performance across multiple time periods: 1-month 6.98%, YTD 4.55%, 1-year 19.43%, 3-year 7.28%, 5-year 1.77%, 10-year 8.62%.

MIMSX returns trail the peer average of 4.95% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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