ITACX Mutual Fund

ITACX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.16%
3 Months
+0.20%
6 Months
-0.02%
YTD
+0.69%
1 Year
+1.79%
3 Years (annualized)
+3.95%
5 Years (annualized)
+1.50%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITACX 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
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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)
+0.69%
Peer Avg (YTD)
+2.15%
vs Peers
-1.47%

ITACX Mutual Fund Performance

ITACX performance across multiple time periods: 1-month 0.16%, YTD 0.69%, 1-year 1.79%, 3-year 3.95%, 5-year 1.50%, 10-year 1.56%.

ITACX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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