ITBRX Mutual Fund

ITBRX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+1.67%
3 Months
-1.01%
6 Months
-1.77%
YTD
-1.80%
1 Year
-1.73%
3 Years (annualized)
+5.06%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBRX 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)
-1.80%
Peer Avg (YTD)
+1.93%
vs Peers
-3.73%

ITBRX Mutual Fund Performance

ITBRX performance across multiple time periods: 1-month 1.67%, YTD -1.80%, 1-year -1.73%, 3-year 5.06%, 5-year -0.70%, 10-year 1.31%.

ITBRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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