INTIX Mutual Fund

INTIX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-3.39%
3 Months
-0.20%
6 Months
+8.42%
YTD
+8.27%
1 Year
+14.22%
3 Years (annualized)
+17.43%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INTIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+9.29%
vs Peers
-1.02%

INTIX Mutual Fund Performance

INTIX performance across multiple time periods: 1-month -3.39%, YTD 8.27%, 1-year 14.22%, 3-year 17.43%, 5-year 8.61%, 10-year 8.87%.

INTIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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