ITBAX Mutual Fund

ITBAX Mutual Fund

NAV$9.01
See how much of ITBAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.40%
3 Months
-0.73%
6 Months
-0.97%
YTD
-0.57%
1 Year
+2.83%
3 Years (annualized)
+4.18%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.57%
Peer Avg (YTD)
+0.12%
vs Peers
-0.69%

ITBAX Mutual Fund Performance

ITBAX performance across multiple time periods: 1-month -1.40%, YTD -0.57%, 1-year 2.83%, 3-year 4.18%, 5-year -0.29%, 10-year 1.76%.

ITBAX returns trail the peer average of 0.12% 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.