ITYAX Mutual Fund

ITYAX Mutual Fund

NAV$77.76
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Returns Overview

1 Month
+5.78%
3 Months
-9.13%
6 Months
+33.11%
YTD
+30.78%
1 Year
+63.86%
3 Years (annualized)
+44.35%
5 Years (annualized)
+24.24%
10 Years (annualized)
+28.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITYAX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+30.78%
Peer Avg (YTD)
+16.41%
vs Peers
+14.37%

ITYAX Mutual Fund Performance

ITYAX performance across multiple time periods: 1-month 5.78%, YTD 30.78%, 1-year 63.86%, 3-year 44.35%, 5-year 24.24%, 10-year 28.94%.

ITYAX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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