ITHCX Mutual Fund

NAV$35.68

Returns Overview

1 Month
+5.23%
3 Months
+46.21%
6 Months
+46.47%
YTD
+43.41%
1 Year
+63.52%
3 Years (annualized)
+44.91%
5 Years (annualized)
+26.79%
10 Years (annualized)
+29.33%

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

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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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+43.41%
Peer Avg (YTD)
+16.06%
vs Peers
+27.35%

ITHCX Mutual Fund Performance

ITHCX performance across multiple time periods: 1-month 5.23%, YTD 43.41%, 1-year 63.52%, 3-year 44.91%, 5-year 26.79%, 10-year 29.33%.

ITHCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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