ITYAX Mutual Fund

NAV$73.91

Returns Overview

1 Month
+5.28%
3 Months
+46.47%
6 Months
+47.00%
YTD
+43.91%
1 Year
+64.75%
3 Years (annualized)
+38.03%
5 Years (annualized)
+21.77%
10 Years (annualized)
+27.27%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+43.91%
Peer Avg (YTD)
+16.06%
vs Peers
+27.85%

ITYAX Mutual Fund Performance

ITYAX performance across multiple time periods: 1-month 5.28%, YTD 43.91%, 1-year 64.75%, 3-year 38.03%, 5-year 21.77%, 10-year 27.27%.

ITYAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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