IFTSX Mutual Fund

IFTSX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+2.73%
3 Months
+0.55%
6 Months
+6.63%
YTD
+41.13%
1 Year
+51.21%
3 Years (annualized)
+32.14%
5 Years (annualized)
+17.03%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTSX 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)
+41.13%
Peer Avg (YTD)
+10.38%
vs Peers
+30.75%

IFTSX Mutual Fund Performance

IFTSX performance across multiple time periods: 1-month 2.73%, YTD 41.13%, 1-year 51.21%, 3-year 32.14%, 5-year 17.03%, 10-year 11.33%.

IFTSX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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