ITBAX Mutual Fund

ITBAX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
+2.10%
3 Months
-0.51%
6 Months
-1.23%
YTD
-1.07%
1 Year
-1.02%
3 Years (annualized)
+5.58%
5 Years (annualized)
-0.28%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBAX 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)
-1.07%
Peer Avg (YTD)
+0.72%
vs Peers
-1.80%

ITBAX Mutual Fund Performance

ITBAX performance across multiple time periods: 1-month 2.10%, YTD -1.07%, 1-year -1.02%, 3-year 5.58%, 5-year -0.28%, 10-year 1.65%.

ITBAX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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