MISCX Mutual Fund

MISCX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-4.06%
3 Months
-11.33%
6 Months
+9.49%
YTD
+8.32%
1 Year
+11.59%
3 Years (annualized)
+11.87%
5 Years (annualized)
+6.46%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+10.34%
vs Peers
-2.03%

MISCX Mutual Fund Performance

MISCX performance across multiple time periods: 1-month -4.06%, YTD 8.32%, 1-year 11.59%, 3-year 11.87%, 5-year 6.46%, 10-year 13.81%.

MISCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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