ITAAX Mutual Fund

ITAAX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
+0.41%
3 Months
-0.04%
6 Months
+0.43%
YTD
+0.93%
1 Year
+1.69%
3 Years (annualized)
+4.66%
5 Years (annualized)
+2.44%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITAAX 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 Universal Bond Index
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+1.93%
vs Peers
-1.00%

ITAAX Mutual Fund Performance

ITAAX performance across multiple time periods: 1-month 0.41%, YTD 0.93%, 1-year 1.69%, 3-year 4.66%, 5-year 2.44%, 10-year 2.34%.

ITAAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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