ITHCX Mutual Fund

ITHCX Mutual Fund

NAV$34.26
See how much of ITHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-17.30%
3 Months
-1.56%
6 Months
+14.43%
YTD
+21.14%
1 Year
+31.61%
3 Years (annualized)
+26.74%
5 Years (annualized)
+11.30%
10 Years (annualized)
+17.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHCX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+21.14%
Peer Avg (YTD)
+11.56%
vs Peers
+9.58%

ITHCX Mutual Fund Performance

ITHCX performance across multiple time periods: 1-month -17.30%, YTD 21.14%, 1-year 31.61%, 3-year 26.74%, 5-year 11.30%, 10-year 17.10%.

ITHCX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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