ITBRX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.20%
3 Months
+0.81%
6 Months
+0.48%
YTD
+0.58%
1 Year
+3.58%
3 Years (annualized)
+4.26%
5 Years (annualized)
-0.22%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+3.23%
vs Peers
-2.64%

ITBRX Mutual Fund Performance

ITBRX performance across multiple time periods: 1-month 0.20%, YTD 0.58%, 1-year 3.58%, 3-year 4.26%, 5-year -0.22%, 10-year 1.70%.

ITBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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