ITBRX Mutual Fund

ITBRX Mutual Fund

NAV$8.98
See how much of ITBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.03%
3 Months
-3.98%
6 Months
-3.20%
YTD
-3.42%
1 Year
-2.76%
3 Years (annualized)
+4.14%
5 Years (annualized)
-0.57%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITBRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.42%
Peer Avg (YTD)
+0.50%
vs Peers
-3.92%

ITBRX Mutual Fund Performance

ITBRX performance across multiple time periods: 1-month -3.03%, YTD -3.42%, 1-year -2.76%, 3-year 4.14%, 5-year -0.57%, 10-year 1.49%.

ITBRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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