MITEX Mutual Fund

MITEX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
-12.33%
3 Months
-11.30%
6 Months
-11.26%
YTD
+18.87%
1 Year
+17.54%
3 Years (annualized)
+27.14%
5 Years (annualized)
+4.32%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITEX 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
MSCI All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+18.87%
Peer Avg (YTD)
+12.35%
vs Peers
+6.52%

MITEX Mutual Fund Performance

MITEX performance across multiple time periods: 1-month -12.33%, YTD 18.87%, 1-year 17.54%, 3-year 27.14%, 5-year 4.32%, 10-year 11.78%.

MITEX returns outperform the peer average of 12.35% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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