MIPIX Mutual Fund

MIPIX Mutual Fund

NAV$20.38
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Returns Overview

1 Month
-0.04%
3 Months
+2.00%
6 Months
+13.13%
YTD
+18.68%
1 Year
+27.16%
3 Years (annualized)
+18.84%
5 Years (annualized)
+3.06%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPIX 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 Asia Pacific Index(^MSACAP)
This Mutual Fund (YTD)
+18.68%
Peer Avg (YTD)
+23.84%
vs Peers
-5.16%

MIPIX Mutual Fund Performance

MIPIX performance across multiple time periods: 1-month -0.04%, YTD 18.68%, 1-year 27.16%, 3-year 18.84%, 5-year 3.06%, 10-year 6.51%.

MIPIX returns trail the peer average of 23.84% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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