ITHSX Mutual Fund

ITHSX Mutual Fund

NAV$62.14
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Returns Overview

1 Month
-0.23%
3 Months
+1.22%
6 Months
+15.45%
YTD
+8.67%
1 Year
+11.09%
3 Years (annualized)
+15.37%
5 Years (annualized)
+7.45%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITHSX 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
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📉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)
+8.67%
Peer Avg (YTD)
+9.98%
vs Peers
-1.32%

ITHSX Mutual Fund Performance

ITHSX performance across multiple time periods: 1-month -0.23%, YTD 8.67%, 1-year 11.09%, 3-year 15.37%, 5-year 7.45%, 10-year 11.68%.

ITHSX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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