MIABX Mutual Fund

MIABX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-2.65%
3 Months
-3.53%
6 Months
-3.22%
YTD
-3.22%
1 Year
-3.63%
3 Years (annualized)
+2.51%
5 Years (annualized)
-1.17%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIABX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
-3.22%
Peer Avg (YTD)
+0.50%
vs Peers
-3.72%

MIABX Mutual Fund Performance

MIABX performance across multiple time periods: 1-month -2.65%, YTD -3.22%, 1-year -3.63%, 3-year 2.51%, 5-year -1.17%, 10-year 0.90%.

MIABX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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