ITBUX Mutual Fund

ITBUX Mutual Fund

NAV$9.20
See how much of ITBUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.37%
3 Months
-0.71%
6 Months
-1.02%
YTD
-0.63%
1 Year
+2.78%
3 Years (annualized)
+4.19%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBUX 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)
-0.63%
Peer Avg (YTD)
+0.12%
vs Peers
-0.75%

ITBUX Mutual Fund Performance

ITBUX performance across multiple time periods: 1-month -1.37%, YTD -0.63%, 1-year 2.78%, 3-year 4.19%, 5-year -0.30%, 10-year 1.72%.

ITBUX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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