MIFOX Mutual Fund

MIFOX Mutual Fund

NAV$30.91
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Returns Overview

1 Month
+1.03%
3 Months
-2.18%
6 Months
+11.41%
YTD
+7.18%
1 Year
+6.55%
3 Years (annualized)
+21.95%
5 Years (annualized)
+10.99%
10 Years (annualized)
+17.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIFOX 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)
+7.18%
Peer Avg (YTD)
+8.68%
vs Peers
-1.50%

MIFOX Mutual Fund Performance

MIFOX performance across multiple time periods: 1-month 1.03%, YTD 7.18%, 1-year 6.55%, 3-year 21.95%, 5-year 10.99%, 10-year 17.41%.

MIFOX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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