MISFX Mutual Fund

MISFX Mutual Fund

NAV$18.74
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Returns Overview

1 Month
-0.47%
3 Months
-7.76%
6 Months
+27.29%
YTD
+33.54%
1 Year
+42.86%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.63%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISFX 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
PROUpgrade to run
🏦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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+33.54%
Peer Avg (YTD)
+23.11%
vs Peers
+10.43%

MISFX Mutual Fund Performance

MISFX performance across multiple time periods: 1-month -0.47%, YTD 33.54%, 1-year 42.86%, 3-year 17.94%, 5-year 8.63%, 10-year 12.58%.

MISFX returns outperform the peer average of 23.11% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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