ISTIX Mutual Fund

NAV$113.45

Returns Overview

1 Month
+4.57%
3 Months
+46.52%
6 Months
+43.68%
YTD
+41.35%
1 Year
+65.33%
3 Years (annualized)
+50.69%
5 Years (annualized)
+35.83%
10 Years (annualized)
+35.41%

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
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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+41.35%
Peer Avg (YTD)
+16.06%
vs Peers
+25.29%

ISTIX Mutual Fund Performance

ISTIX performance across multiple time periods: 1-month 4.57%, YTD 41.35%, 1-year 65.33%, 3-year 50.69%, 5-year 35.83%, 10-year 35.41%.

ISTIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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