MIOFX Mutual Fund

MIOFX Mutual Fund

NAV$33.29
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Returns Overview

1 Month
-5.57%
3 Months
+4.55%
6 Months
+7.00%
YTD
+9.05%
1 Year
+13.25%
3 Years (annualized)
+24.17%
5 Years (annualized)
+10.50%
10 Years (annualized)
+11.59%

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
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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)
+9.05%
Peer Avg (YTD)
+6.23%
vs Peers
+2.82%

MIOFX Mutual Fund Performance

MIOFX performance across multiple time periods: 1-month -5.57%, YTD 9.05%, 1-year 13.25%, 3-year 24.17%, 5-year 10.50%, 10-year 11.59%.

MIOFX returns outperform the peer average of 6.23% 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.