MISEX Mutual Fund

MISEX Mutual Fund

NAV$48.54
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Returns Overview

1 Month
-1.65%
3 Months
+6.11%
6 Months
+9.51%
YTD
+15.60%
1 Year
+42.29%
3 Years (annualized)
+27.36%
5 Years (annualized)
+15.62%
10 Years (annualized)
+16.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.60%
Peer Avg (YTD)
+9.41%
vs Peers
+6.19%

MISEX Mutual Fund Performance

MISEX performance across multiple time periods: 1-month -1.65%, YTD 15.60%, 1-year 42.29%, 3-year 27.36%, 5-year 15.62%, 10-year 16.30%.

MISEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 3.44%, investors should weigh costs against performance when evaluating this mutual fund.

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