MITBX Mutual Fund

MITBX Mutual Fund

NAV$36.75
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Returns Overview

1 Month
-0.03%
3 Months
+3.65%
6 Months
+14.97%
YTD
+9.86%
1 Year
+11.93%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.32%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITBX 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 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+9.98%
vs Peers
-0.12%

MITBX Mutual Fund Performance

MITBX performance across multiple time periods: 1-month -0.03%, YTD 9.86%, 1-year 11.93%, 3-year 15.97%, 5-year 8.32%, 10-year 12.26%.

MITBX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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