INUTX Mutual Fund

INUTX Mutual Fund

NAV$46.48
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Returns Overview

1 Month
-4.43%
3 Months
-0.66%
6 Months
+7.78%
YTD
+12.29%
1 Year
+16.48%
3 Years (annualized)
+18.08%
5 Years (annualized)
+11.60%
10 Years (annualized)
+10.98%

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
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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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+10.00%
vs Peers
+2.29%

INUTX Mutual Fund Performance

INUTX performance across multiple time periods: 1-month -4.43%, YTD 12.29%, 1-year 16.48%, 3-year 18.08%, 5-year 11.60%, 10-year 10.98%.

INUTX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, 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.