ITFEX Mutual Fund

ITFEX Mutual Fund

NAV$11.00
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Returns Overview

1 Month
-3.01%
3 Months
+4.09%
6 Months
+7.14%
YTD
+10.86%
1 Year
+16.95%
3 Years (annualized)
+21.39%
5 Years (annualized)
+11.87%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITFEX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+9.89%
vs Peers
+0.97%

ITFEX Mutual Fund Performance

ITFEX performance across multiple time periods: 1-month -3.01%, YTD 10.86%, 1-year 16.95%, 3-year 21.39%, 5-year 11.87%, 10-year 8.66%.

ITFEX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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