ITTRX Mutual Fund

ITTRX Mutual Fund

NAV$20.40
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Returns Overview

1 Month
-2.84%
3 Months
-1.31%
6 Months
+4.00%
YTD
+2.97%
1 Year
+5.48%
3 Years (annualized)
+10.06%
5 Years (annualized)
+4.24%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITTRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+4.96%
vs Peers
-1.99%

ITTRX Mutual Fund Performance

ITTRX performance across multiple time periods: 1-month -2.84%, YTD 2.97%, 1-year 5.48%, 3-year 10.06%, 5-year 4.24%, 10-year 5.55%.

ITTRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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