ISTFX Mutual Fund

ISTFX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
+0.34%
3 Months
+0.53%
6 Months
+0.56%
YTD
+1.52%
1 Year
+3.10%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTFX 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)
+1.52%
Peer Avg (YTD)
+2.15%
vs Peers
-0.63%

ISTFX Mutual Fund Performance

ISTFX performance across multiple time periods: 1-month 0.34%, YTD 1.52%, 1-year 3.10%, 3-year 5.39%, 5-year 2.54%, 10-year 2.50%.

ISTFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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