MITEX Mutual Fund

NAV$24.14

Returns Overview

1 Month
-13.63%
3 Months
+4.55%
6 Months
+27.93%
YTD
+36.38%
1 Year
+93.14%
3 Years (annualized)
+36.74%
5 Years (annualized)
+17.28%
10 Years (annualized)
+21.12%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+36.38%
Peer Avg (YTD)
+27.12%
vs Peers
+9.27%

MITEX Mutual Fund Performance

MITEX performance across multiple time periods: 1-month -13.63%, YTD 36.38%, 1-year 93.14%, 3-year 36.74%, 5-year 17.28%, 10-year 21.12%.

MITEX returns outperform the peer average of 27.12% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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