MIOPX Mutual Fund

MIOPX Mutual Fund

NAV$31.05
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Returns Overview

1 Month
-4.91%
3 Months
-7.37%
6 Months
+12.29%
YTD
-0.32%
1 Year
-2.56%
3 Years (annualized)
+13.39%
5 Years (annualized)
-2.66%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIOPX 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
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📉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)
-0.32%
Peer Avg (YTD)
+8.68%
vs Peers
-9.00%

MIOPX Mutual Fund Performance

MIOPX performance across multiple time periods: 1-month -4.91%, YTD -0.32%, 1-year -2.56%, 3-year 13.39%, 5-year -2.66%, 10-year 9.32%.

MIOPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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