MIOIX Mutual Fund

MIOIX Mutual Fund

NAV$32.38
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Returns Overview

1 Month
-4.89%
3 Months
-7.28%
6 Months
+12.46%
YTD
-0.09%
1 Year
-2.26%
3 Years (annualized)
+13.76%
5 Years (annualized)
-0.32%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOIX 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 All Country World ex USA Net Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+8.68%
vs Peers
-8.77%

MIOIX Mutual Fund Performance

MIOIX performance across multiple time periods: 1-month -4.89%, YTD -0.09%, 1-year -2.26%, 3-year 13.76%, 5-year -0.32%, 10-year 10.81%.

MIOIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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