MISEX Mutual Fund

NAV$39.36

Returns Overview

1 Month
+5.56%
3 Months
+10.08%
6 Months
+29.94%
YTD
+4.62%
1 Year
+26.97%
3 Years
+28.34%
5 Years
+20.35%
10 Years
+17.65%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MISEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+1.87%
vs Peers
+2.75%

MISEX Mutual Fund Performance

MISEX performance across multiple time periods: 1-month 5.56%, YTD 4.62%, 1-year 26.97%, 3-year 28.34%, 5-year 20.35%, 10-year 17.65%.

MISEX returns outperform the peer average of 1.87% YTD. With an expense ratio of 3.77%, investors should weigh costs against performance when evaluating this mutual fund.

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