MITIX Mutual Fund

MITIX Mutual Fund

NAV$36.34
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Returns Overview

1 Month
-0.55%
3 Months
+0.80%
6 Months
+5.15%
YTD
+10.04%
1 Year
+10.96%
3 Years (annualized)
+19.52%
5 Years (annualized)
+8.97%
10 Years (annualized)
+13.59%

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
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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)
+10.04%
Peer Avg (YTD)
+9.28%
vs Peers
+0.77%

MITIX Mutual Fund Performance

MITIX performance across multiple time periods: 1-month -0.55%, YTD 10.04%, 1-year 10.96%, 3-year 19.52%, 5-year 8.97%, 10-year 13.59%.

MITIX returns outperform the peer average of 9.28% 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.