ITETX Mutual Fund

NAV$6.85

Returns Overview

1 Month
+2.82%
3 Months
+7.20%
6 Months
+11.56%
YTD
+1.83%
1 Year
+12.24%
3 Years (annualized)
+10.73%
5 Years (annualized)
+11.63%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITETX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+2.25%
vs Peers
-0.42%

ITETX Mutual Fund Performance

ITETX performance across multiple time periods: 1-month 2.82%, YTD 1.83%, 1-year 12.24%, 3-year 10.73%, 5-year 11.63%, 10-year 11.21%.

ITETX returns trail the peer average of 2.25% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

ITETX performance comparison shows side-by-side returns with another fund. ITETX alternatives are available in the Mutual Fund Screener.