MIOFX Mutual Fund

NAV$33.50

Returns Overview

1 Month
+3.84%
3 Months
+23.91%
6 Months
+15.48%
YTD
+15.48%
1 Year
+18.75%
3 Years (annualized)
+28.15%
5 Years (annualized)
+14.71%
10 Years (annualized)
+15.60%

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
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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+8.97%
vs Peers
+6.51%

MIOFX Mutual Fund Performance

MIOFX performance across multiple time periods: 1-month 3.84%, YTD 15.48%, 1-year 18.75%, 3-year 28.15%, 5-year 14.71%, 10-year 15.60%.

MIOFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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