TECHX Mutual Fund

TECHX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
+3.28%
3 Months
+3.71%
6 Months
+33.68%
YTD
+22.30%
1 Year
+24.46%
3 Years (annualized)
+26.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TECHX 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
WisdomTree Technology and Innovation 100 Index(WTTI)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+9.91%
vs Peers
+12.40%

TECHX Mutual Fund Performance

TECHX performance across multiple time periods: 1-month 3.28%, YTD 22.30%, 1-year 24.46%, 3-year 26.61%.

TECHX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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