ITEAX Mutual Fund

ITEAX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
+2.78%
3 Months
+7.05%
6 Months
+11.38%
YTD
+1.77%
1 Year
+11.98%
3 Years (annualized)
+8.64%
5 Years (annualized)
+10.29%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITEAX 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)
+1.77%
Peer Avg (YTD)
+2.25%
vs Peers
-0.48%

ITEAX Mutual Fund Performance

ITEAX performance across multiple time periods: 1-month 2.78%, YTD 1.77%, 1-year 11.98%, 3-year 8.64%, 5-year 10.29%, 10-year 10.39%.

ITEAX returns trail the peer average of 2.25% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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