ITHSX Mutual Fund

ITHSX Mutual Fund

NAV$60.47
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Returns Overview

1 Month
+0.13%
3 Months
+2.26%
6 Months
+4.99%
YTD
+8.81%
1 Year
+9.43%
3 Years (annualized)
+18.47%
5 Years (annualized)
+7.44%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+17.72%
vs Peers
-8.90%

ITHSX Mutual Fund Performance

ITHSX performance across multiple time periods: 1-month 0.13%, YTD 8.81%, 1-year 9.43%, 3-year 18.47%, 5-year 7.44%, 10-year 11.82%.

ITHSX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

ITHSX vs another fund shows side-by-side returns. ITHSX alternatives are available in the Mutual Fund Screener.