MISIX Mutual Fund

MISIX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-3.80%
3 Months
-1.18%
6 Months
+6.81%
YTD
+8.89%
1 Year
+15.64%
3 Years (annualized)
+21.07%
5 Years (annualized)
+7.89%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MISIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+7.86%
vs Peers
+1.03%

MISIX Mutual Fund Performance

MISIX performance across multiple time periods: 1-month -3.80%, YTD 8.89%, 1-year 15.64%, 3-year 21.07%, 5-year 7.89%, 10-year 10.43%.

MISIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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