ITAAX Mutual Fund

ITAAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.23%
3 Months
+0.49%
6 Months
+0.37%
YTD
+1.20%
1 Year
+2.67%
3 Years (annualized)
+4.75%
5 Years (annualized)
+2.23%
10 Years (annualized)
+2.33%

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)
+1.20%
Peer Avg (YTD)
+2.15%
vs Peers
-0.95%

ITAAX Mutual Fund Performance

ITAAX performance across multiple time periods: 1-month 0.23%, YTD 1.20%, 1-year 2.67%, 3-year 4.75%, 5-year 2.23%, 10-year 2.33%.

ITAAX returns trail the peer average of 2.15% 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.