MIVIX Mutual Fund

MIVIX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
+2.08%
3 Months
+0.47%
6 Months
+3.49%
YTD
+7.81%
1 Year
+12.40%
3 Years (annualized)
+10.76%
5 Years (annualized)
+8.74%
10 Years (annualized)
+12.35%

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)
+7.81%
Peer Avg (YTD)
+9.41%
vs Peers
-1.61%

MIVIX Mutual Fund Performance

MIVIX performance across multiple time periods: 1-month 2.08%, YTD 7.81%, 1-year 12.40%, 3-year 10.76%, 5-year 8.74%, 10-year 12.35%.

MIVIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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