ITRIX Mutual Fund

ITRIX Mutual Fund

NAV$25.60
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Returns Overview

1 Month
+0.99%
3 Months
+1.60%
6 Months
+4.67%
YTD
+7.56%
1 Year
+7.35%
3 Years (annualized)
+14.74%
5 Years (annualized)
+7.62%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITRIX 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)
+7.56%
Peer Avg (YTD)
+5.30%
vs Peers
+2.26%

ITRIX Mutual Fund Performance

ITRIX performance across multiple time periods: 1-month 0.99%, YTD 7.56%, 1-year 7.35%, 3-year 14.74%, 5-year 7.62%, 10-year 11.41%.

ITRIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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