MISHX Mutual Fund

MISHX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
+0.03%
3 Months
-0.75%
6 Months
-1.05%
YTD
+1.17%
1 Year
+5.72%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.85%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISHX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.15%
vs Peers
+1.02%

MISHX Mutual Fund Performance

MISHX performance across multiple time periods: 1-month 0.03%, YTD 1.17%, 1-year 5.72%, 3-year 5.30%, 5-year 0.85%, 10-year 2.77%.

MISHX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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