MISCX Mutual Fund

MISCX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-0.40%
3 Months
-5.58%
6 Months
-2.27%
YTD
+7.89%
1 Year
+10.54%
3 Years (annualized)
+16.40%
5 Years (annualized)
+3.14%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+12.21%
vs Peers
-4.32%

MISCX Mutual Fund Performance

MISCX performance across multiple time periods: 1-month -0.40%, YTD 7.89%, 1-year 10.54%, 3-year 16.40%, 5-year 3.14%, 10-year 9.83%.

MISCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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