ITHCX Mutual Fund

ITHCX Mutual Fund

NAV$31.58
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Returns Overview

1 Month
-13.41%
3 Months
-5.05%
6 Months
-6.53%
YTD
+12.62%
1 Year
+49.17%
3 Years (annualized)
+52.50%
5 Years (annualized)
+27.16%
10 Years (annualized)
+30.95%

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
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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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+11.26%
vs Peers
+1.36%

ITHCX Mutual Fund Performance

ITHCX performance across multiple time periods: 1-month -13.41%, YTD 12.62%, 1-year 49.17%, 3-year 52.50%, 5-year 27.16%, 10-year 30.95%.

ITHCX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.75%, 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.