IUTCX Mutual Fund

IUTCX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
-3.85%
3 Months
-0.34%
6 Months
+4.95%
YTD
+5.77%
1 Year
+9.33%
3 Years (annualized)
+13.79%
5 Years (annualized)
+9.11%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUTCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+10.00%
vs Peers
-4.22%

IUTCX Mutual Fund Performance

IUTCX performance across multiple time periods: 1-month -3.85%, YTD 5.77%, 1-year 9.33%, 3-year 13.79%, 5-year 9.11%, 10-year 7.81%.

IUTCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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