IFTAX Mutual Fund

IFTAX Mutual Fund

NAV$10.69
See how much of IFTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.66%
3 Months
+0.56%
6 Months
+6.61%
YTD
+41.28%
1 Year
+51.35%
3 Years (annualized)
+31.96%
5 Years (annualized)
+16.81%
10 Years (annualized)
+11.10%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+41.28%
Peer Avg (YTD)
+10.38%
vs Peers
+30.90%

IFTAX Mutual Fund Performance

IFTAX performance across multiple time periods: 1-month 2.66%, YTD 41.28%, 1-year 51.35%, 3-year 31.96%, 5-year 16.81%, 10-year 11.10%.

IFTAX returns outperform the peer average of 10.38% 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.