ITEIX Mutual Fund

ITEIX Mutual Fund

NAV$7.10
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Returns Overview

1 Month
+2.76%
3 Months
+7.22%
6 Months
+11.69%
YTD
+1.79%
1 Year
+12.57%
3 Years (annualized)
+11.12%
5 Years (annualized)
+12.06%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITEIX 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)
+1.79%
Peer Avg (YTD)
+2.25%
vs Peers
-0.46%

ITEIX Mutual Fund Performance

ITEIX performance across multiple time periods: 1-month 2.76%, YTD 1.79%, 1-year 12.57%, 3-year 11.12%, 5-year 12.06%, 10-year 11.66%.

ITEIX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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