ISRAX Mutual Fund

ISRAX Mutual Fund

NAV$11.33
See how much of ISRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.02%
3 Months
+3.28%
6 Months
+6.70%
YTD
+8.92%
1 Year
+18.65%
3 Years (annualized)
+15.39%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISRAX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+6.99%
vs Peers
+1.93%

ISRAX Mutual Fund Performance

ISRAX performance across multiple time periods: 1-month -1.02%, YTD 8.92%, 1-year 18.65%, 3-year 15.39%, 5-year 8.21%, 10-year 10.21%.

ISRAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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