ITYRX Mutual Fund

ITYRX Mutual Fund

NAV$77.54
See how much of ITYRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.75%
3 Months
-9.18%
6 Months
+32.95%
YTD
+30.56%
1 Year
+34.76%
3 Years (annualized)
+27.36%
5 Years (annualized)
+11.86%
10 Years (annualized)
+17.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITYRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+30.56%
Peer Avg (YTD)
+16.41%
vs Peers
+14.15%

ITYRX Mutual Fund Performance

ITYRX performance across multiple time periods: 1-month 5.75%, YTD 30.56%, 1-year 34.76%, 3-year 27.36%, 5-year 11.86%, 10-year 17.68%.

ITYRX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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