ITACX Mutual Fund

NAV$9.95

Returns Overview

1 Month
-0.20%
3 Months
-0.60%
6 Months
-1.29%
YTD
-1.29%
1 Year
+2.51%
3 Years (annualized)
+4.20%
5 Years (annualized)
+1.47%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITACX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-1.29%
Peer Avg (YTD)
+3.23%
vs Peers
-4.52%

ITACX Mutual Fund Performance

ITACX performance across multiple time periods: 1-month -0.20%, YTD -1.29%, 1-year 2.51%, 3-year 4.20%, 5-year 1.47%, 10-year 1.60%.

ITACX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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