MIPIX Mutual Fund

NAV$20.69

Returns Overview

1 Month
-1.39%
3 Months
+10.91%
6 Months
+18.63%
YTD
+16.35%
1 Year
+33.76%
3 Years (annualized)
+17.58%
5 Years (annualized)
+2.26%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPIX 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 Asia Pacific Index(^MSACAP)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+26.47%
vs Peers
-10.11%

MIPIX Mutual Fund Performance

MIPIX performance across multiple time periods: 1-month -1.39%, YTD 16.35%, 1-year 33.76%, 3-year 17.58%, 5-year 2.26%, 10-year 6.71%.

MIPIX returns trail the peer average of 26.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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