MIZIX Mutual Fund

MIZIX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+3.15%
3 Months
-0.17%
6 Months
+8.37%
YTD
+15.62%
1 Year
+2.37%
3 Years (annualized)
+10.06%
5 Years (annualized)
+5.86%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIZIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.62%
Peer Avg (YTD)
+10.47%
vs Peers
+5.14%

MIZIX Mutual Fund Performance

MIZIX performance across multiple time periods: 1-month 3.15%, YTD 15.62%, 1-year 2.37%, 3-year 10.06%, 5-year 5.86%, 10-year 6.10%.

MIZIX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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