ITHTX Mutual Fund

ITHTX Mutual Fund

NAV$62.11
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Returns Overview

1 Month
-0.87%
3 Months
+2.75%
6 Months
+5.78%
YTD
+6.57%
1 Year
+14.59%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.65%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+9.41%
vs Peers
-2.84%

ITHTX Mutual Fund Performance

ITHTX performance across multiple time periods: 1-month -0.87%, YTD 6.57%, 1-year 14.59%, 3-year 13.81%, 5-year 7.65%, 10-year 11.75%.

ITHTX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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