ITBIX Mutual Fund

ITBIX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
+2.03%
3 Months
-0.46%
6 Months
-1.14%
YTD
-0.90%
1 Year
-0.83%
3 Years (annualized)
+5.88%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBIX 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)
-0.90%
Peer Avg (YTD)
+2.28%
vs Peers
-3.18%

ITBIX Mutual Fund Performance

ITBIX performance across multiple time periods: 1-month 2.03%, YTD -0.90%, 1-year -0.83%, 3-year 5.88%, 5-year 0.01%, 10-year 1.96%.

ITBIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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