ITIOX Mutual Fund

ITIOX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.48%
3 Months
-3.16%
6 Months
-2.19%
YTD
-2.02%
1 Year
-1.96%
3 Years (annualized)
+0.80%
5 Years (annualized)
-3.03%
10 Years (annualized)
-0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITIOX 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 Universal Bond Index
This Mutual Fund (YTD)
-2.02%
Peer Avg (YTD)
+0.50%
vs Peers
-2.52%

ITIOX Mutual Fund Performance

ITIOX performance across multiple time periods: 1-month -2.48%, YTD -2.02%, 1-year -1.96%, 3-year 0.80%, 5-year -3.03%, 10-year -0.36%.

ITIOX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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