ITYRX Mutual Fund

NAV$75.32

Returns Overview

1 Month
+5.26%
3 Months
+46.39%
6 Months
+46.84%
YTD
+43.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITYRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+43.75%
Peer Avg (YTD)
+16.06%
vs Peers
+27.69%

ITYRX Mutual Fund Performance

ITYRX performance across multiple time periods: 1-month 5.26%, YTD 43.75%.

ITYRX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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