INIYX Mutual Fund

INIYX Mutual Fund

NAV$28.90
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Returns Overview

1 Month
-8.97%
3 Months
+16.51%
6 Months
-0.34%
YTD
+10.23%
1 Year
+30.74%
3 Years (annualized)
+57.53%
5 Years (annualized)
+28.59%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIYX 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
MSCI AC World Index Net
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+7.76%
vs Peers
+2.47%

INIYX Mutual Fund Performance

INIYX performance across multiple time periods: 1-month -8.97%, YTD 10.23%, 1-year 30.74%, 3-year 57.53%, 5-year 28.59%, 10-year 16.56%.

INIYX returns outperform the peer average of 7.76% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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