ITRIX Mutual Fund

ITRIX Mutual Fund

NAV$25.40
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Returns Overview

1 Month
+0.43%
3 Months
+3.02%
6 Months
+5.56%
YTD
+5.87%
1 Year
+9.27%
3 Years (annualized)
+11.52%
5 Years (annualized)
+8.25%
10 Years (annualized)
+11.92%

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)
+5.87%
Peer Avg (YTD)
+5.54%
vs Peers
+0.33%

ITRIX Mutual Fund Performance

ITRIX performance across multiple time periods: 1-month 0.43%, YTD 5.87%, 1-year 9.27%, 3-year 11.52%, 5-year 8.25%, 10-year 11.92%.

ITRIX returns outperform the peer average of 5.54% 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.