MITDX Mutual Fund

MITDX Mutual Fund

NAV$40.57
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Returns Overview

1 Month
+1.33%
3 Months
+1.77%
6 Months
+7.98%
YTD
+10.96%
1 Year
+15.70%
3 Years (annualized)
+13.41%
5 Years (annualized)
+7.15%
10 Years (annualized)
+12.12%

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
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📉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)
+10.96%
Peer Avg (YTD)
+11.21%
vs Peers
-0.25%

MITDX Mutual Fund Performance

MITDX performance across multiple time periods: 1-month 1.33%, YTD 10.96%, 1-year 15.70%, 3-year 13.41%, 5-year 7.15%, 10-year 12.12%.

MITDX returns trail the peer average of 11.21% 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.