ITTRX Mutual Fund

NAV$20.80

Returns Overview

1 Month
-0.25%
3 Months
+5.38%
6 Months
+4.54%
YTD
+4.34%
1 Year
+11.23%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.19%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITTRX 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)
+4.34%
Peer Avg (YTD)
+5.87%
vs Peers
-1.53%

ITTRX Mutual Fund Performance

ITTRX performance across multiple time periods: 1-month -0.25%, YTD 4.34%, 1-year 11.23%, 3-year 9.33%, 5-year 4.19%, 10-year 5.65%.

ITTRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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