MITEX Mutual Fund

MITEX Mutual Fund

NAV$23.10
See how much of MITEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.32%
3 Months
-16.38%
6 Months
+29.73%
YTD
+35.59%
1 Year
+35.90%
3 Years (annualized)
+30.10%
5 Years (annualized)
+7.64%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MITEX 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 All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+35.59%
Peer Avg (YTD)
+23.11%
vs Peers
+12.48%

MITEX Mutual Fund Performance

MITEX performance across multiple time periods: 1-month -2.32%, YTD 35.59%, 1-year 35.90%, 3-year 30.10%, 5-year 7.64%, 10-year 13.23%.

MITEX returns outperform the peer average of 23.11% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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