MIVIX Mutual Fund

MIVIX Mutual Fund

NAV$30.56
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Returns Overview

1 Month
-1.36%
3 Months
+1.53%
6 Months
+10.04%
YTD
+7.23%
1 Year
+10.79%
3 Years (annualized)
+11.46%
5 Years (annualized)
+8.37%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIVIX 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)
+7.23%
Peer Avg (YTD)
+9.98%
vs Peers
-2.75%

MIVIX Mutual Fund Performance

MIVIX performance across multiple time periods: 1-month -1.36%, YTD 7.23%, 1-year 10.79%, 3-year 11.46%, 5-year 8.37%, 10-year 12.35%.

MIVIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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