INYDX Mutual Fund

INYDX Mutual Fund

NAV$25.46
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Returns Overview

1 Month
-0.64%
3 Months
+2.58%
6 Months
+8.40%
YTD
+8.21%
1 Year
+15.35%
3 Years (annualized)
+17.96%
5 Years (annualized)
+11.51%
10 Years (annualized)
+15.98%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+6.23%
vs Peers
+1.97%

INYDX Mutual Fund Performance

INYDX performance across multiple time periods: 1-month -0.64%, YTD 8.21%, 1-year 15.35%, 3-year 17.96%, 5-year 11.51%, 10-year 15.98%.

INYDX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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