ISRAX Mutual Fund

NAV$11.29

Returns Overview

1 Month
-0.08%
3 Months
+13.38%
6 Months
+10.71%
YTD
+10.04%
1 Year
+20.74%
3 Years (annualized)
+16.98%
5 Years (annualized)
+8.58%
10 Years (annualized)
+10.73%

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

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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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+7.64%
vs Peers
+2.40%

ISRAX Mutual Fund Performance

ISRAX performance across multiple time periods: 1-month -0.08%, YTD 10.04%, 1-year 20.74%, 3-year 16.98%, 5-year 8.58%, 10-year 10.73%.

ISRAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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