MIOLX Mutual Fund

MIOLX Mutual Fund

NAV$30.38
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Returns Overview

1 Month
-3.52%
3 Months
+6.86%
6 Months
+4.76%
YTD
+4.62%
1 Year
+6.70%
3 Years (annualized)
+10.15%
5 Years (annualized)
-2.74%
10 Years (annualized)
+8.56%

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
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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)
+4.62%
Peer Avg (YTD)
+6.23%
vs Peers
-1.61%

MIOLX Mutual Fund Performance

MIOLX performance across multiple time periods: 1-month -3.52%, YTD 4.62%, 1-year 6.70%, 3-year 10.15%, 5-year -2.74%, 10-year 8.56%.

MIOLX returns trail the peer average of 6.23% 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.