MIVIX Mutual Fund

MIVIX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
-0.37%
3 Months
+8.38%
6 Months
+5.50%
YTD
+5.61%
1 Year
+6.72%
3 Years (annualized)
+11.55%
5 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIVIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+9.51%
vs Peers
-3.90%

MIVIX Mutual Fund Performance

MIVIX performance across multiple time periods: 1-month -0.37%, YTD 5.61%, 1-year 6.72%, 3-year 11.55%, 5-year 8.89%.

MIVIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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