MISMX Mutual Fund

MISMX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
-10.86%
3 Months
-7.02%
6 Months
-12.54%
YTD
+5.75%
1 Year
+2.42%
3 Years (annualized)
+8.65%
5 Years (annualized)
+2.21%
10 Years (annualized)
+9.06%

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)
+5.75%
Peer Avg (YTD)
+12.35%
vs Peers
-6.60%

MISMX Mutual Fund Performance

MISMX performance across multiple time periods: 1-month -10.86%, YTD 5.75%, 1-year 2.42%, 3-year 8.65%, 5-year 2.21%, 10-year 9.06%.

MISMX returns trail the peer average of 12.35% 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.