MISEX Mutual Fund

MISEX Mutual Fund

NAV$49.16
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Returns Overview

1 Month
+4.11%
3 Months
+26.55%
6 Months
+17.54%
YTD
+16.49%
1 Year
+49.23%
3 Years (annualized)
+30.55%
5 Years (annualized)
+18.20%
10 Years (annualized)
+18.02%

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)
+16.49%
Peer Avg (YTD)
+9.51%
vs Peers
+6.99%

MISEX Mutual Fund Performance

MISEX performance across multiple time periods: 1-month 4.11%, YTD 16.49%, 1-year 49.23%, 3-year 30.55%, 5-year 18.20%, 10-year 18.02%.

MISEX returns outperform the peer average of 9.51% 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.