IDITX Mutual Fund

IDITX Mutual Fund

NAV$7.70
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Returns Overview

1 Month
+1.95%
3 Months
-0.40%
6 Months
-0.95%
YTD
-0.71%
1 Year
-0.51%
3 Years (annualized)
+5.32%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDITX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+0.72%
vs Peers
-1.43%

IDITX Mutual Fund Performance

IDITX performance across multiple time periods: 1-month 1.95%, YTD -0.71%, 1-year -0.51%, 3-year 5.32%, 5-year -0.20%, 10-year 1.70%.

IDITX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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