ITHRX Mutual Fund

NAV$57.32

Returns Overview

1 Month
-1.84%
3 Months
+14.00%
6 Months
+7.33%
YTD
+7.20%
1 Year
+22.15%
3 Years (annualized)
+16.46%
5 Years (annualized)
+12.28%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+9.51%
vs Peers
-2.30%

ITHRX Mutual Fund Performance

ITHRX performance across multiple time periods: 1-month -1.84%, YTD 7.20%, 1-year 22.15%, 3-year 16.46%, 5-year 12.28%, 10-year 14.47%.

ITHRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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