MITIX Mutual Fund

MITIX Mutual Fund

NAV$36.74
See how much of MITIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.49%
3 Months
+4.31%
6 Months
+5.53%
YTD
+9.53%
1 Year
+15.49%
3 Years (annualized)
+15.88%
5 Years (annualized)
+9.61%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITIX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+9.41%
vs Peers
+0.12%

MITIX Mutual Fund Performance

MITIX performance across multiple time periods: 1-month 2.49%, YTD 9.53%, 1-year 15.49%, 3-year 15.88%, 5-year 9.61%, 10-year 13.26%.

MITIX returns outperform 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.

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