ISTAX Mutual Fund

ISTAX Mutual Fund

NAV$29.31
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Returns Overview

1 Month
-3.71%
3 Months
-10.04%
6 Months
-2.46%
YTD
+13.70%
1 Year
+19.89%
3 Years (annualized)
+16.95%
5 Years (annualized)
+5.45%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTAX 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
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+5.23%
vs Peers
+8.47%

ISTAX Mutual Fund Performance

ISTAX performance across multiple time periods: 1-month -3.71%, YTD 13.70%, 1-year 19.89%, 3-year 16.95%, 5-year 5.45%, 10-year 11.79%.

ISTAX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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