ISTFX Mutual Fund

ISTFX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
+0.72%
3 Months
+0.41%
6 Months
+1.97%
YTD
+1.59%
1 Year
+2.50%
3 Years (annualized)
+5.32%
5 Years (annualized)
+2.75%
10 Years (annualized)
+2.54%

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
PROUpgrade to run
🏦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)
+1.59%
Peer Avg (YTD)
+0.72%
vs Peers
+0.86%

ISTFX Mutual Fund Performance

ISTFX performance across multiple time periods: 1-month 0.72%, YTD 1.59%, 1-year 2.50%, 3-year 5.32%, 5-year 2.75%, 10-year 2.54%.

ISTFX returns outperform the peer average of 0.72% 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.