IUTCX Mutual Fund

IUTCX Mutual Fund

NAV$30.16
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Returns Overview

1 Month
+5.74%
3 Months
+3.14%
6 Months
+7.09%
YTD
+11.85%
1 Year
+16.65%
3 Years (annualized)
+16.93%
5 Years (annualized)
+9.16%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUTCX 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)
+11.85%
Peer Avg (YTD)
+12.44%
vs Peers
-0.59%

IUTCX Mutual Fund Performance

IUTCX performance across multiple time periods: 1-month 5.74%, YTD 11.85%, 1-year 16.65%, 3-year 16.93%, 5-year 9.16%, 10-year 8.19%.

IUTCX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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