MISMX Mutual Fund

NAV$31.38

Returns Overview

1 Month
+1.03%
3 Months
+22.85%
6 Months
+25.48%
YTD
+24.65%
1 Year
+27.08%
3 Years (annualized)
+9.85%
5 Years (annualized)
+5.40%
10 Years (annualized)
+10.79%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+24.65%
Peer Avg (YTD)
+27.12%
vs Peers
-2.46%

MISMX Mutual Fund Performance

MISMX performance across multiple time periods: 1-month 1.03%, YTD 24.65%, 1-year 27.08%, 3-year 9.85%, 5-year 5.40%, 10-year 10.79%.

MISMX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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