MIOLX Mutual Fund

NAV$30.31

Returns Overview

1 Month
+1.41%
3 Months
+21.04%
6 Months
+8.43%
YTD
+7.30%
1 Year
+4.03%
3 Years (annualized)
+12.61%
5 Years (annualized)
-0.84%
10 Years (annualized)
+11.05%

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
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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+8.97%
vs Peers
-1.67%

MIOLX Mutual Fund Performance

MIOLX performance across multiple time periods: 1-month 1.41%, YTD 7.30%, 1-year 4.03%, 3-year 12.61%, 5-year -0.84%, 10-year 11.05%.

MIOLX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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