ISTIX Mutual Fund

ISTIX Mutual Fund

NAV$106.95
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Returns Overview

1 Month
+3.81%
3 Months
-1.84%
6 Months
+43.83%
YTD
+38.75%
1 Year
+44.87%
3 Years (annualized)
+48.06%
5 Years (annualized)
+33.36%
10 Years (annualized)
+33.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTIX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+38.75%
Peer Avg (YTD)
+16.41%
vs Peers
+22.35%

ISTIX Mutual Fund Performance

ISTIX performance across multiple time periods: 1-month 3.81%, YTD 38.75%, 1-year 44.87%, 3-year 48.06%, 5-year 33.36%, 10-year 33.58%.

ISTIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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