IFTAX Mutual Fund

NAV$10.83

Returns Overview

1 Month
-0.39%
3 Months
+3.06%
6 Months
+7.22%
YTD
+6.48%
1 Year
+16.45%
3 Years (annualized)
+18.44%
5 Years (annualized)
+10.66%
10 Years (annualized)
+8.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+8.71%
vs Peers
-2.23%

IFTAX Mutual Fund Performance

IFTAX performance across multiple time periods: 1-month -0.39%, YTD 6.48%, 1-year 16.45%, 3-year 18.44%, 5-year 10.66%, 10-year 8.65%.

IFTAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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