IFTAX Mutual Fund

IFTAX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+6.23%
3 Months
+6.02%
6 Months
+9.51%
YTD
+13.11%
1 Year
+25.18%
3 Years (annualized)
+19.70%
5 Years (annualized)
+11.83%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTAX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+11.12%
vs Peers
+1.99%

IFTAX Mutual Fund Performance

IFTAX performance across multiple time periods: 1-month 6.23%, YTD 13.11%, 1-year 25.18%, 3-year 19.70%, 5-year 11.83%, 10-year 8.89%.

IFTAX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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