ISTBX Mutual Fund

ISTBX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
+0.34%
3 Months
+0.51%
6 Months
+0.65%
YTD
+1.50%
1 Year
+3.19%
3 Years (annualized)
+5.33%
5 Years (annualized)
+2.63%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+2.15%
vs Peers
-0.65%

ISTBX Mutual Fund Performance

ISTBX performance across multiple time periods: 1-month 0.34%, YTD 1.50%, 1-year 3.19%, 3-year 5.33%, 5-year 2.63%, 10-year 2.53%.

ISTBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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