MISFX Mutual Fund

MISFX Mutual Fund

NAV$19.17
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Returns Overview

1 Month
-11.83%
3 Months
-0.33%
6 Months
+17.66%
YTD
+31.34%
1 Year
+47.41%
3 Years (annualized)
+13.16%
5 Years (annualized)
+7.50%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISFX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+31.34%
Peer Avg (YTD)
+19.42%
vs Peers
+11.92%

MISFX Mutual Fund Performance

MISFX performance across multiple time periods: 1-month -11.83%, YTD 31.34%, 1-year 47.41%, 3-year 13.16%, 5-year 7.50%, 10-year 12.70%.

MISFX returns outperform the peer average of 19.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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