MIMIX Mutual Fund

MIMIX Mutual Fund

NAV$7.67
See how much of MIMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.64%
3 Months
-6.42%
6 Months
-3.61%
YTD
-3.74%
1 Year
-2.30%
3 Years (annualized)
+4.35%
5 Years (annualized)
+0.64%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIMIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-3.74%
Peer Avg (YTD)
-3.84%
vs Peers
+0.10%

MIMIX Mutual Fund Performance

MIMIX performance across multiple time periods: 1-month -4.64%, YTD -3.74%, 1-year -2.30%, 3-year 4.35%, 5-year 0.64%, 10-year 2.35%.

MIMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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