MISEX Mutual Fund

MISEX Mutual Fund

NAV$48.76
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Returns Overview

1 Month
-1.25%
3 Months
-2.25%
6 Months
+23.70%
YTD
+13.87%
1 Year
+33.21%
3 Years (annualized)
+32.87%
5 Years (annualized)
+17.71%
10 Years (annualized)
+21.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.87%
Peer Avg (YTD)
+9.98%
vs Peers
+3.89%

MISEX Mutual Fund Performance

MISEX performance across multiple time periods: 1-month -1.25%, YTD 13.87%, 1-year 33.21%, 3-year 32.87%, 5-year 17.71%, 10-year 21.17%.

MISEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 3.44%, investors should weigh costs against performance when evaluating this mutual fund.

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