ITSPX Mutual Fund

ITSPX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
-1.69%
3 Months
-11.34%
6 Months
+1.44%
YTD
-1.76%
1 Year
+1.91%
3 Years (annualized)
+21.55%
5 Years (annualized)
+10.61%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITSPX 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
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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 Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
-1.76%
Peer Avg (YTD)
+7.09%
vs Peers
-8.85%

ITSPX Mutual Fund Performance

ITSPX performance across multiple time periods: 1-month -1.69%, YTD -1.76%, 1-year 1.91%, 3-year 21.55%, 5-year 10.61%, 10-year 11.76%.

ITSPX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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