INUTX Mutual Fund

INUTX Mutual Fund

NAV$47.18
See how much of INUTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.93%
3 Months
+5.96%
6 Months
+9.89%
YTD
+16.31%
1 Year
+26.91%
3 Years (annualized)
+15.88%
5 Years (annualized)
+11.33%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INUTX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+11.41%
vs Peers
+4.90%

INUTX Mutual Fund Performance

INUTX performance across multiple time periods: 1-month 1.93%, YTD 16.31%, 1-year 26.91%, 3-year 15.88%, 5-year 11.33%, 10-year 10.61%.

INUTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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