MITEX Mutual Fund

MITEX Mutual Fund

NAV$25.51
See how much of MITEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-17.35%
3 Months
+0.04%
6 Months
+26.84%
YTD
+38.31%
1 Year
+53.13%
3 Years (annualized)
+25.74%
5 Years (annualized)
+7.64%
10 Years (annualized)
+14.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+38.31%
Peer Avg (YTD)
+19.42%
vs Peers
+18.89%

MITEX Mutual Fund Performance

MITEX performance across multiple time periods: 1-month -17.35%, YTD 38.31%, 1-year 53.13%, 3-year 25.74%, 5-year 7.64%, 10-year 14.30%.

MITEX returns outperform the peer average of 19.42% 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.