ITBTX Mutual Fund

ITBTX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-1.36%
3 Months
-0.66%
6 Months
-0.94%
YTD
-0.52%
1 Year
+3.25%
3 Years (annualized)
+4.38%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBTX 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)
-0.52%
Peer Avg (YTD)
+0.12%
vs Peers
-0.64%

ITBTX Mutual Fund Performance

ITBTX performance across multiple time periods: 1-month -1.36%, YTD -0.52%, 1-year 3.25%, 3-year 4.38%, 5-year -0.11%, 10-year 1.98%.

ITBTX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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