MISIX Mutual Fund

MISIX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-3.72%
3 Months
-3.27%
6 Months
-5.49%
YTD
+4.85%
1 Year
+10.46%
3 Years (annualized)
+21.97%
5 Years (annualized)
+6.54%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+7.47%
vs Peers
-2.63%

MISIX Mutual Fund Performance

MISIX performance across multiple time periods: 1-month -3.72%, YTD 4.85%, 1-year 10.46%, 3-year 21.97%, 5-year 6.54%, 10-year 9.63%.

MISIX returns trail the peer average of 7.47% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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