ITCTX Mutual Fund

ITCTX Mutual Fund

NAV$24.40
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Returns Overview

1 Month
+1.85%
3 Months
+1.89%
6 Months
+8.05%
YTD
+7.60%
1 Year
+10.35%
3 Years (annualized)
+11.96%
5 Years (annualized)
+7.50%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITCTX 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)
+7.60%
Peer Avg (YTD)
+6.28%
vs Peers
+1.31%

ITCTX Mutual Fund Performance

ITCTX performance across multiple time periods: 1-month 1.85%, YTD 7.60%, 1-year 10.35%, 3-year 11.96%, 5-year 7.50%, 10-year 10.73%.

ITCTX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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