IFTSX Mutual Fund

IFTSX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+6.26%
3 Months
+6.05%
6 Months
+9.57%
YTD
+13.23%
1 Year
+25.47%
3 Years (annualized)
+20.00%
5 Years (annualized)
+12.12%
10 Years (annualized)
+9.17%

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
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📉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)
+13.23%
Peer Avg (YTD)
+11.12%
vs Peers
+2.11%

IFTSX Mutual Fund Performance

IFTSX performance across multiple time periods: 1-month 6.26%, YTD 13.23%, 1-year 25.47%, 3-year 20.00%, 5-year 12.12%, 10-year 9.17%.

IFTSX returns outperform the peer average of 11.12% 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.