INTIX Mutual Fund

NAV$15.21

Returns Overview

1 Month
+2.36%
3 Months
+1.40%
6 Months
+2.98%
YTD
+7.11%
1 Year
+18.87%
3 Years (annualized)
+15.60%
5 Years (annualized)
+8.39%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INTIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+9.13%
vs Peers
-2.02%

INTIX Mutual Fund Performance

INTIX performance across multiple time periods: 1-month 2.36%, YTD 7.11%, 1-year 18.87%, 3-year 15.60%, 5-year 8.39%, 10-year 9.01%.

INTIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

INTIX performance comparison shows side-by-side returns with another fund. INTIX alternatives are available in the Mutual Fund Screener.