MIOFX Mutual Fund

MIOFX Mutual Fund

NAV$31.22
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Returns Overview

1 Month
-6.50%
3 Months
-4.97%
6 Months
-0.65%
YTD
+3.64%
1 Year
+1.16%
3 Years (annualized)
+26.41%
5 Years (annualized)
+8.97%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOFX 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
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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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+5.23%
vs Peers
-1.60%

MIOFX Mutual Fund Performance

MIOFX performance across multiple time periods: 1-month -6.50%, YTD 3.64%, 1-year 1.16%, 3-year 26.41%, 5-year 8.97%, 10-year 11.39%.

MIOFX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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