INIYX Mutual Fund

NAV$30.04

Returns Overview

1 Month
-14.34%
3 Months
-14.46%
6 Months
-6.23%
YTD
-5.39%
1 Year
+58.87%
3 Years (annualized)
+44.34%
5 Years (annualized)
+21.54%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
-5.39%
Peer Avg (YTD)
-2.18%
vs Peers
-3.21%

INIYX Mutual Fund Performance

INIYX performance across multiple time periods: 1-month -14.34%, YTD -5.39%, 1-year 58.87%, 3-year 44.34%, 5-year 21.54%, 10-year 12.97%.

INIYX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

INIYX performance comparison shows side-by-side returns with another fund. INIYX alternatives are available in the Mutual Fund Screener.