69
Small CapBuy
ITI Small Cap
ITI · Direct–Growth · rank #6 of 36 by Smart Score
Trailing returns
1 Year
12.3%
+12.2% vs index
3 Years
26.0%
+8.1% vs index
5 Years
17.3%
+2.4% vs index
Since launch
22.4%
Year-by-year performance
2021
+34.9%-26.3% vs index
2022
-2.4%+1.0% vs index
2023
+54.6%+6.3% vs index
2024
+36.3%+9.8% vs index
2025
-2.5%+3.1% vs index
2026
+16.9%+9.0% vs index
Why this score
ITI Small Cap scores 69/100 — #6 of 36 Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 94% of peers on 3y return. The main drag is its volatility (better than only 32% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return25.99% · 94th percentile in category
Sharpe ratio1.00 · 95th percentile in category
Sortino ratio1.36 · 95th percentile in category
Alpha6.56 · 88th percentile in category
Volatility19.81 · 32nd percentile in category
1Y return12.27% · 85th percentile in category