ITHVX Mutual Fund

ITHVX Mutual Fund

NAV$62.73
See how much of ITHVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.86%
3 Months
+2.77%
6 Months
+5.83%
YTD
+6.65%
1 Year
+14.81%
3 Years (annualized)
+13.92%
5 Years (annualized)
+7.76%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHVX 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)
+6.65%
Peer Avg (YTD)
+9.41%
vs Peers
-2.77%

ITHVX Mutual Fund Performance

ITHVX performance across multiple time periods: 1-month -0.86%, YTD 6.65%, 1-year 14.81%, 3-year 13.92%, 5-year 7.76%, 10-year 11.86%.

ITHVX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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