MISAX Mutual Fund

MISAX Mutual Fund

NAV$20.27
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Returns Overview

1 Month
-3.76%
3 Months
-3.35%
6 Months
-5.68%
YTD
+4.48%
1 Year
+14.25%
3 Years (annualized)
+23.04%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+7.47%
vs Peers
-3.00%

MISAX Mutual Fund Performance

MISAX performance across multiple time periods: 1-month -3.76%, YTD 4.48%, 1-year 14.25%, 3-year 23.04%, 5-year 6.93%, 10-year 9.61%.

MISAX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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