MISMX Mutual Fund

MISMX Mutual Fund

NAV$31.70
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Returns Overview

1 Month
-8.76%
3 Months
-5.93%
6 Months
+7.16%
YTD
+13.73%
1 Year
+17.67%
3 Years (annualized)
+6.09%
5 Years (annualized)
+4.19%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISMX 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
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📉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)
+13.73%
Peer Avg (YTD)
+19.42%
vs Peers
-5.68%

MISMX Mutual Fund Performance

MISMX performance across multiple time periods: 1-month -8.76%, YTD 13.73%, 1-year 17.67%, 3-year 6.09%, 5-year 4.19%, 10-year 9.42%.

MISMX returns trail 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.

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