INYDX Mutual Fund

NAV$25.80

Returns Overview

1 Month
-1.66%
3 Months
+17.97%
6 Months
+9.34%
YTD
+8.91%
1 Year
+21.09%
3 Years (annualized)
+21.82%
5 Years (annualized)
+18.55%
10 Years (annualized)
+26.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INYDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+8.97%
vs Peers
-0.06%

INYDX Mutual Fund Performance

INYDX performance across multiple time periods: 1-month -1.66%, YTD 8.91%, 1-year 21.09%, 3-year 21.82%, 5-year 18.55%, 10-year 26.68%.

INYDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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