ITYYX Mutual Fund

NAV$80.68

Returns Overview

1 Month
+5.30%
3 Months
+46.55%
6 Months
+47.19%
YTD
+44.08%
1 Year
+65.16%
3 Years (annualized)
+38.36%
5 Years (annualized)
+21.93%
10 Years (annualized)
+24.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITYYX 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)
+44.08%
Peer Avg (YTD)
+16.06%
vs Peers
+28.02%

ITYYX Mutual Fund Performance

ITYYX performance across multiple time periods: 1-month 5.30%, YTD 44.08%, 1-year 65.16%, 3-year 38.36%, 5-year 21.93%, 10-year 24.96%.

ITYYX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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