ITYAX Mutual Fund

ITYAX Mutual Fund

NAV$75.11
See how much of ITYAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-17.24%
3 Months
-1.36%
6 Months
+14.86%
YTD
+21.66%
1 Year
+32.61%
3 Years (annualized)
+27.99%
5 Years (annualized)
+12.13%
10 Years (annualized)
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITYAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+21.66%
Peer Avg (YTD)
+11.56%
vs Peers
+10.10%

ITYAX Mutual Fund Performance

ITYAX performance across multiple time periods: 1-month -17.24%, YTD 21.66%, 1-year 32.61%, 3-year 27.99%, 5-year 12.13%, 10-year 17.99%.

ITYAX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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