ISTNX Mutual Fund

ISTNX Mutual Fund

NAV$116.99
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Returns Overview

1 Month
-7.99%
3 Months
+9.46%
6 Months
+22.78%
YTD
+32.26%
1 Year
+46.72%
3 Years (annualized)
+36.38%
5 Years (annualized)
+17.96%
10 Years (annualized)
+21.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTNX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+32.26%
Peer Avg (YTD)
+11.56%
vs Peers
+20.70%

ISTNX Mutual Fund Performance

ISTNX performance across multiple time periods: 1-month -7.99%, YTD 32.26%, 1-year 46.72%, 3-year 36.38%, 5-year 17.96%, 10-year 21.58%.

ISTNX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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