MITCX Mutual Fund

NAV$34.71

Returns Overview

1 Month
-1.13%
3 Months
+10.90%
6 Months
+6.31%
YTD
+5.97%
1 Year
+13.93%
3 Years (annualized)
+10.91%
5 Years (annualized)
+6.50%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITCX 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 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+9.51%
vs Peers
-3.54%

MITCX Mutual Fund Performance

MITCX performance across multiple time periods: 1-month -1.13%, YTD 5.97%, 1-year 13.93%, 3-year 10.91%, 5-year 6.50%, 10-year 11.12%.

MITCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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