ITTIX Mutual Fund

NAV$20.24

Returns Overview

1 Month
+0.10%
3 Months
+0.10%
6 Months
-0.10%
YTD
+1.20%
1 Year
+11.90%
3 Years (annualized)
+9.99%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITTIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+5.87%
vs Peers
-4.67%

ITTIX Mutual Fund Performance

ITTIX performance across multiple time periods: 1-month 0.10%, YTD 1.20%, 1-year 11.90%, 3-year 9.99%, 5-year 4.81%, 10-year 6.26%.

ITTIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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