IYITX Mutual Fund

IYITX Mutual Fund

NAV$23.68
See how much of IYITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.21%
3 Months
-1.90%
6 Months
+15.17%
YTD
+6.25%
1 Year
+9.04%
3 Years (annualized)
+13.89%
5 Years (annualized)
+6.63%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYITX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+9.29%
vs Peers
-3.04%

IYITX Mutual Fund Performance

IYITX performance across multiple time periods: 1-month -2.21%, YTD 6.25%, 1-year 9.04%, 3-year 13.89%, 5-year 6.63%, 10-year 7.15%.

IYITX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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