ITHAX Mutual Fund

ITHAX Mutual Fund

NAV$49.01
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Returns Overview

1 Month
+2.37%
3 Months
-0.37%
6 Months
+9.12%
YTD
+8.97%
1 Year
+13.98%
3 Years (annualized)
+15.44%
5 Years (annualized)
+7.51%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHAX 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)
+8.97%
Peer Avg (YTD)
+11.21%
vs Peers
-2.24%

ITHAX Mutual Fund Performance

ITHAX performance across multiple time periods: 1-month 2.37%, YTD 8.97%, 1-year 13.98%, 3-year 15.44%, 5-year 7.51%, 10-year 11.73%.

ITHAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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