ITCSX Mutual Fund

ITCSX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
+0.39%
3 Months
+2.95%
6 Months
+5.44%
YTD
+5.72%
1 Year
+8.97%
3 Years (annualized)
+11.64%
5 Years (annualized)
+7.89%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITCSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+5.54%
vs Peers
+0.18%

ITCSX Mutual Fund Performance

ITCSX performance across multiple time periods: 1-month 0.39%, YTD 5.72%, 1-year 8.97%, 3-year 11.64%, 5-year 7.89%, 10-year 10.85%.

ITCSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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