MIOLX Mutual Fund

MIOLX Mutual Fund

NAV$27.68
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Returns Overview

1 Month
-4.04%
3 Months
-7.99%
6 Months
-1.68%
YTD
-4.74%
1 Year
-7.52%
3 Years (annualized)
+14.15%
5 Years (annualized)
-4.52%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOLX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-4.74%
Peer Avg (YTD)
+5.23%
vs Peers
-9.97%

MIOLX Mutual Fund Performance

MIOLX performance across multiple time periods: 1-month -4.04%, YTD -4.74%, 1-year -7.52%, 3-year 14.15%, 5-year -4.52%, 10-year 7.68%.

MIOLX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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