ITRAX Mutual Fund

ITRAX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
+0.96%
3 Months
+1.45%
6 Months
+4.34%
YTD
+7.05%
1 Year
+6.69%
3 Years (annualized)
+13.38%
5 Years (annualized)
+6.59%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITRAX 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
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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)
+7.05%
Peer Avg (YTD)
+5.92%
vs Peers
+1.12%

ITRAX Mutual Fund Performance

ITRAX performance across multiple time periods: 1-month 0.96%, YTD 7.05%, 1-year 6.69%, 3-year 13.38%, 5-year 6.59%, 10-year 10.55%.

ITRAX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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