ISRAX Mutual Fund

ISRAX Mutual Fund

NAV$11.26
See how much of ISRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.28%
3 Months
+1.16%
6 Months
-5.36%
YTD
+12.08%
1 Year
+18.70%
3 Years (annualized)
+12.29%
5 Years (annualized)
+5.44%
10 Years (annualized)
+9.00%

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)
+12.08%
Peer Avg (YTD)
+8.76%
vs Peers
+3.32%

ISRAX Mutual Fund Performance

ISRAX performance across multiple time periods: 1-month 2.28%, YTD 12.08%, 1-year 18.70%, 3-year 12.29%, 5-year 5.44%, 10-year 9.00%.

ISRAX returns outperform the peer average of 8.76% 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.