ITBVX Mutual Fund

ITBVX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+2.03%
3 Months
-0.43%
6 Months
-1.08%
YTD
-0.81%
1 Year
-0.66%
3 Years (annualized)
+5.95%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBVX 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)
-0.81%
Peer Avg (YTD)
+0.72%
vs Peers
-1.54%

ITBVX Mutual Fund Performance

ITBVX performance across multiple time periods: 1-month 2.03%, YTD -0.81%, 1-year -0.66%, 3-year 5.95%, 5-year 0.07%, 10-year 1.99%.

ITBVX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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