MICIX Mutual Fund

MICIX Mutual Fund

NAV$11.42
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Returns Overview

1 Month
-2.30%
3 Months
-1.29%
6 Months
+13.03%
YTD
+14.73%
1 Year
+23.02%
3 Years (annualized)
+23.54%
5 Years (annualized)
+12.04%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MICIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+9.29%
vs Peers
+5.44%

MICIX Mutual Fund Performance

MICIX performance across multiple time periods: 1-month -2.30%, YTD 14.73%, 1-year 23.02%, 3-year 23.54%, 5-year 12.04%, 10-year 10.47%.

MICIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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