MITTX Mutual Fund

MITTX Mutual Fund

NAV$39.11
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Returns Overview

1 Month
+2.49%
3 Months
+4.25%
6 Months
+5.49%
YTD
+9.36%
1 Year
+15.21%
3 Years (annualized)
+15.59%
5 Years (annualized)
+9.33%
10 Years (annualized)
+12.99%

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
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📉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)
+9.36%
Peer Avg (YTD)
+9.41%
vs Peers
-0.05%

MITTX Mutual Fund Performance

MITTX performance across multiple time periods: 1-month 2.49%, YTD 9.36%, 1-year 15.21%, 3-year 15.59%, 5-year 9.33%, 10-year 12.99%.

MITTX returns trail the peer average of 9.41% 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.