ITTAX Mutual Fund

NAV$20.32

Returns Overview

1 Month
-0.17%
3 Months
+5.51%
6 Months
+4.74%
YTD
+4.53%
1 Year
+11.59%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.48%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITTAX 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)
+4.53%
Peer Avg (YTD)
+5.87%
vs Peers
-1.34%

ITTAX Mutual Fund Performance

ITTAX performance across multiple time periods: 1-month -0.17%, YTD 4.53%, 1-year 11.59%, 3-year 9.67%, 5-year 4.48%, 10-year 5.93%.

ITTAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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