MTISX Mutual Fund

MTISX Mutual Fund

NAV$25.66
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Returns Overview

1 Month
-2.49%
3 Months
-1.39%
6 Months
+9.63%
YTD
+11.82%
1 Year
+15.23%
3 Years (annualized)
+16.05%
5 Years (annualized)
+7.10%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTISX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+5.22%
vs Peers
+6.60%

MTISX Mutual Fund Performance

MTISX performance across multiple time periods: 1-month -2.49%, YTD 11.82%, 1-year 15.23%, 3-year 16.05%, 5-year 7.10%, 10-year 7.21%.

MTISX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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