MITIX Mutual Fund

NAV$37.09

Returns Overview

1 Month
-1.05%
3 Months
+11.19%
6 Months
+6.86%
YTD
+6.51%
1 Year
+15.07%
3 Years (annualized)
+12.20%
5 Years (annualized)
+7.68%
10 Years (annualized)
+12.24%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+9.51%
vs Peers
-3.00%

MITIX Mutual Fund Performance

MITIX performance across multiple time periods: 1-month -1.05%, YTD 6.51%, 1-year 15.07%, 3-year 12.20%, 5-year 7.68%, 10-year 12.24%.

MITIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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