MIFIX Mutual Fund

MIFIX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
-1.56%
3 Months
-0.93%
6 Months
+4.48%
YTD
+4.19%
1 Year
+6.09%
3 Years (annualized)
+7.64%
5 Years (annualized)
+3.93%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+0.50%
vs Peers
+3.69%

MIFIX Mutual Fund Performance

MIFIX performance across multiple time periods: 1-month -1.56%, YTD 4.19%, 1-year 6.09%, 3-year 7.64%, 5-year 3.93%, 10-year 4.92%.

MIFIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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