IKSTX Mutual Fund

IKSTX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-1.48%
3 Months
-0.87%
6 Months
-1.26%
YTD
-0.62%
1 Year
+2.64%
3 Years (annualized)
+2.20%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IKSTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+0.23%
vs Peers
-0.85%

IKSTX Mutual Fund Performance

IKSTX performance across multiple time periods: 1-month -1.48%, YTD -0.62%, 1-year 2.64%, 3-year 2.20%, 5-year -0.25%, 10-year 1.04%.

IKSTX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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