ISTAX Mutual Fund

NAV$33.47

Returns Overview

1 Month
+4.62%
3 Months
+27.75%
6 Months
+30.27%
YTD
+28.30%
1 Year
+47.81%
3 Years (annualized)
+23.95%
5 Years (annualized)
+13.50%
10 Years (annualized)
+16.17%

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
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 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+28.30%
Peer Avg (YTD)
+8.97%
vs Peers
+19.33%

ISTAX Mutual Fund Performance

ISTAX performance across multiple time periods: 1-month 4.62%, YTD 28.30%, 1-year 47.81%, 3-year 23.95%, 5-year 13.50%, 10-year 16.17%.

ISTAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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