MIUIX Mutual Fund

MIUIX Mutual Fund

NAV$9.15
See how much of MIUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.61%
3 Months
-0.47%
6 Months
-0.64%
YTD
+0.31%
1 Year
+4.91%
3 Years (annualized)
+4.06%
5 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIUIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.23%
vs Peers
+0.08%

MIUIX Mutual Fund Performance

MIUIX performance across multiple time periods: 1-month -1.61%, YTD 0.31%, 1-year 4.91%, 3-year 4.06%, 5-year 1.28%.

MIUIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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