MISTX Mutual Fund

MISTX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-0.36%
3 Months
+0.04%
6 Months
+1.63%
YTD
+1.93%
1 Year
+3.54%
3 Years (annualized)
+2.81%
5 Years (annualized)
+0.93%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISTX 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 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.74%
vs Peers
-0.81%

MISTX Mutual Fund Performance

MISTX performance across multiple time periods: 1-month -0.36%, YTD 1.93%, 1-year 3.54%, 3-year 2.81%, 5-year 0.93%, 10-year 1.01%.

MISTX returns trail the peer average of 2.74% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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