IYITX Mutual Fund

NAV$24.82

Returns Overview

1 Month
+3.12%
3 Months
+17.39%
6 Months
+9.60%
YTD
+8.31%
1 Year
+0.45%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYITX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+9.13%
vs Peers
-0.82%

IYITX Mutual Fund Performance

IYITX performance across multiple time periods: 1-month 3.12%, YTD 8.31%, 1-year 0.45%, 3-year 9.50%, 5-year 4.31%, 10-year 6.57%.

IYITX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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