MITTX Mutual Fund

MITTX Mutual Fund

NAV$38.96
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Returns Overview

1 Month
-0.57%
3 Months
+0.76%
6 Months
+5.04%
YTD
+9.84%
1 Year
+10.72%
3 Years (annualized)
+19.23%
5 Years (annualized)
+8.70%
10 Years (annualized)
+13.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITTX 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)
+9.84%
Peer Avg (YTD)
+9.28%
vs Peers
+0.57%

MITTX Mutual Fund Performance

MITTX performance across multiple time periods: 1-month -0.57%, YTD 9.84%, 1-year 10.72%, 3-year 19.23%, 5-year 8.70%, 10-year 13.31%.

MITTX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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