MITDX Mutual Fund

MITDX Mutual Fund

NAV$39.10
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Returns Overview

1 Month
+2.50%
3 Months
+4.30%
6 Months
+6.66%
YTD
+9.15%
1 Year
+15.49%
3 Years (annualized)
+15.89%
5 Years (annualized)
+9.60%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITDX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+9.41%
vs Peers
-0.26%

MITDX Mutual Fund Performance

MITDX performance across multiple time periods: 1-month 2.50%, YTD 9.15%, 1-year 15.49%, 3-year 15.89%, 5-year 9.60%, 10-year 13.26%.

MITDX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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