IUTIX Mutual Fund

IUTIX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-1.20%
3 Months
-0.79%
6 Months
-0.89%
YTD
-0.78%
1 Year
+1.76%
3 Years (annualized)
+2.76%
5 Years (annualized)
-1.04%
10 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUTIX 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
FTSE USBIG Treasury Index(^FUSBIGTI)
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+0.12%
vs Peers
-0.90%

IUTIX Mutual Fund Performance

IUTIX performance across multiple time periods: 1-month -1.20%, YTD -0.78%, 1-year 1.76%, 3-year 2.76%, 5-year -1.04%, 10-year 0.54%.

IUTIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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