INIYX Mutual Fund

INIYX Mutual Fund

NAV$33.11
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Returns Overview

1 Month
-1.10%
3 Months
-14.01%
6 Months
-15.06%
YTD
-6.43%
1 Year
+60.62%
3 Years (annualized)
+42.40%
5 Years (annualized)
+20.74%
10 Years (annualized)
+11.73%

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
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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
MSCI AC World Index Net
This Mutual Fund (YTD)
-6.43%
Peer Avg (YTD)
-3.00%
vs Peers
-3.44%

INIYX Mutual Fund Performance

INIYX performance across multiple time periods: 1-month -1.10%, YTD -6.43%, 1-year 60.62%, 3-year 42.40%, 5-year 20.74%, 10-year 11.73%.

INIYX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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