ITFEX Mutual Fund

ITFEX Mutual Fund

NAV$11.33
See how much of ITFEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.74%
3 Months
+0.63%
6 Months
+6.74%
YTD
+13.90%
1 Year
+21.97%
3 Years (annualized)
+22.88%
5 Years (annualized)
+11.97%
10 Years (annualized)
+8.61%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+10.38%
vs Peers
+3.52%

ITFEX Mutual Fund Performance

ITFEX performance across multiple time periods: 1-month 2.74%, YTD 13.90%, 1-year 21.97%, 3-year 22.88%, 5-year 11.97%, 10-year 8.61%.

ITFEX returns outperform the peer average of 10.38% 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.