ITCAX Mutual Fund

ITCAX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
-3.21%
3 Months
-4.37%
6 Months
-2.47%
YTD
-2.49%
1 Year
-1.16%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITCAX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-2.49%
Peer Avg (YTD)
-3.88%
vs Peers
+1.39%

ITCAX Mutual Fund Performance

ITCAX performance across multiple time periods: 1-month -3.21%, YTD -2.49%, 1-year -1.16%, 3-year 3.40%, 5-year 0.27%, 10-year 1.20%.

ITCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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