MIQBX Mutual Fund

NAV$7.46

Returns Overview

1 Month
-0.41%
3 Months
+8.41%
6 Months
+5.40%
YTD
+4.64%
1 Year
+8.73%
3 Years (annualized)
+10.11%
5 Years (annualized)
+4.92%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIQBX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+9.13%
vs Peers
-4.49%

MIQBX Mutual Fund Performance

MIQBX performance across multiple time periods: 1-month -0.41%, YTD 4.64%, 1-year 8.73%, 3-year 10.11%, 5-year 4.92%, 10-year 6.86%.

MIQBX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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