ITIOX Mutual Fund

ITIOX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+2.39%
3 Months
+0.02%
6 Months
-0.78%
YTD
+0.32%
1 Year
+0.05%
3 Years (annualized)
+4.94%
5 Years (annualized)
+0.72%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITIOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+1.93%
vs Peers
-1.60%

ITIOX Mutual Fund Performance

ITIOX performance across multiple time periods: 1-month 2.39%, YTD 0.32%, 1-year 0.05%, 3-year 4.94%, 5-year 0.72%, 10-year 2.43%.

ITIOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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