ITHSX Mutual Fund

ITHSX Mutual Fund

NAV$62.12
See how much of ITHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.36%
3 Months
-0.41%
6 Months
+9.07%
YTD
+8.92%
1 Year
+13.92%
3 Years (annualized)
+15.37%
5 Years (annualized)
+7.45%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+11.21%
vs Peers
-2.29%

ITHSX Mutual Fund Performance

ITHSX performance across multiple time periods: 1-month 2.36%, YTD 8.92%, 1-year 13.92%, 3-year 15.37%, 5-year 7.45%, 10-year 11.68%.

ITHSX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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