ITRIX Mutual Fund

ITRIX Mutual Fund

NAV$25.59
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Returns Overview

1 Month
-1.29%
3 Months
+1.03%
6 Months
+10.52%
YTD
+6.51%
1 Year
+8.00%
3 Years (annualized)
+12.82%
5 Years (annualized)
+8.18%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITRIX 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 Index(SPX)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+4.96%
vs Peers
+1.54%

ITRIX Mutual Fund Performance

ITRIX performance across multiple time periods: 1-month -1.29%, YTD 6.51%, 1-year 8.00%, 3-year 12.82%, 5-year 8.18%, 10-year 11.32%.

ITRIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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