ITHRX Mutual Fund

ITHRX Mutual Fund

NAV$58.08
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Returns Overview

1 Month
+2.34%
3 Months
-0.47%
6 Months
+8.92%
YTD
+8.69%
1 Year
+13.57%
3 Years (annualized)
+15.01%
5 Years (annualized)
+7.12%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHRX 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
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📉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)
+8.69%
Peer Avg (YTD)
+11.21%
vs Peers
-2.52%

ITHRX Mutual Fund Performance

ITHRX performance across multiple time periods: 1-month 2.34%, YTD 8.69%, 1-year 13.57%, 3-year 15.01%, 5-year 7.12%, 10-year 11.34%.

ITHRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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