ITFEX Mutual Fund

ITFEX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+6.27%
3 Months
+6.07%
6 Months
+9.53%
YTD
+13.19%
1 Year
+25.28%
3 Years (annualized)
+19.81%
5 Years (annualized)
+11.96%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITFEX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+11.12%
vs Peers
+2.07%

ITFEX Mutual Fund Performance

ITFEX performance across multiple time periods: 1-month 6.27%, YTD 13.19%, 1-year 25.28%, 3-year 19.81%, 5-year 11.96%, 10-year 9.02%.

ITFEX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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