MISHX Mutual Fund

MISHX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
-1.88%
3 Months
-0.10%
6 Months
+0.36%
YTD
+1.14%
1 Year
+6.74%
3 Years (annualized)
+4.84%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.81%

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)
+1.14%
Peer Avg (YTD)
+0.23%
vs Peers
+0.91%

MISHX Mutual Fund Performance

MISHX performance across multiple time periods: 1-month -1.88%, YTD 1.14%, 1-year 6.74%, 3-year 4.84%, 5-year 0.77%, 10-year 2.81%.

MISHX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.15%, 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.