IFTSX Mutual Fund

NAV$11.04

Returns Overview

1 Month
-0.39%
3 Months
+3.02%
6 Months
+7.29%
YTD
+6.56%
1 Year
+16.60%
3 Years (annualized)
+18.73%
5 Years (annualized)
+10.93%
10 Years (annualized)
+8.92%

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
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)
+6.56%
Peer Avg (YTD)
+8.71%
vs Peers
-2.16%

IFTSX Mutual Fund Performance

IFTSX performance across multiple time periods: 1-month -0.39%, YTD 6.56%, 1-year 16.60%, 3-year 18.73%, 5-year 10.93%, 10-year 8.92%.

IFTSX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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