MITHX Mutual Fund

MITHX Mutual Fund

NAV$38.98
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Returns Overview

1 Month
+1.30%
3 Months
+2.68%
6 Months
+8.87%
YTD
+10.40%
1 Year
+15.39%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.14%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITHX 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)
+10.40%
Peer Avg (YTD)
+11.21%
vs Peers
-0.82%

MITHX Mutual Fund Performance

MITHX performance across multiple time periods: 1-month 1.30%, YTD 10.40%, 1-year 15.39%, 3-year 16.84%, 5-year 9.14%, 10-year 13.10%.

MITHX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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