MIOIX Mutual Fund

MIOIX Mutual Fund

NAV$35.01
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Returns Overview

1 Month
-3.45%
3 Months
+7.06%
6 Months
+5.19%
YTD
+5.13%
1 Year
+7.60%
3 Years (annualized)
+11.11%
5 Years (annualized)
-1.90%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOIX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
+6.23%
vs Peers
-1.10%

MIOIX Mutual Fund Performance

MIOIX performance across multiple time periods: 1-month -3.45%, YTD 5.13%, 1-year 7.60%, 3-year 11.11%, 5-year -1.90%, 10-year 9.50%.

MIOIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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