MIOLX Mutual Fund

MIOLX Mutual Fund

NAV$28.89
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Returns Overview

1 Month
+0.87%
3 Months
-1.31%
6 Months
+3.53%
YTD
+5.52%
1 Year
+4.00%
3 Years (annualized)
+12.78%
5 Years (annualized)
-3.18%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOLX 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)
+5.52%
Peer Avg (YTD)
+8.51%
vs Peers
-2.99%

MIOLX Mutual Fund Performance

MIOLX performance across multiple time periods: 1-month 0.87%, YTD 5.52%, 1-year 4.00%, 3-year 12.78%, 5-year -3.18%, 10-year 8.72%.

MIOLX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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