MIOPX Mutual Fund

MIOPX Mutual Fund

NAV$30.08
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Returns Overview

1 Month
-4.01%
3 Months
-7.86%
6 Months
-1.45%
YTD
-4.32%
1 Year
-7.05%
3 Years (annualized)
+14.76%
5 Years (annualized)
-4.02%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOPX 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)
-4.32%
Peer Avg (YTD)
+5.23%
vs Peers
-9.55%

MIOPX Mutual Fund Performance

MIOPX performance across multiple time periods: 1-month -4.01%, YTD -4.32%, 1-year -7.05%, 3-year 14.76%, 5-year -4.02%, 10-year 8.27%.

MIOPX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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