TECHX Mutual Fund

TECHX Mutual Fund

NAV$28.15
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Returns Overview

1 Month
+4.62%
3 Months
-1.53%
6 Months
+23.46%
YTD
+18.43%
1 Year
+28.70%
3 Years (annualized)
+26.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TECHX 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
WisdomTree Technology and Innovation 100 Index(WTTI)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+11.21%
vs Peers
+7.21%

TECHX Mutual Fund Performance

TECHX performance across multiple time periods: 1-month 4.62%, YTD 18.43%, 1-year 28.70%, 3-year 26.61%.

TECHX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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