ITCSX Mutual Fund

ITCSX Mutual Fund

NAV$25.26
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Returns Overview

1 Month
+1.88%
3 Months
+1.92%
6 Months
+8.11%
YTD
+7.70%
1 Year
+10.52%
3 Years (annualized)
+12.53%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.04%

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)
+7.70%
Peer Avg (YTD)
+6.28%
vs Peers
+1.42%

ITCSX Mutual Fund Performance

ITCSX performance across multiple time periods: 1-month 1.88%, YTD 7.70%, 1-year 10.52%, 3-year 12.53%, 5-year 7.90%, 10-year 11.04%.

ITCSX returns outperform the peer average of 6.28% 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.