SKTAX Mutual Fund

SKTAX Mutual Fund

NAV$21.60
See how much of SKTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.91%
3 Months
+3.71%
6 Months
+7.34%
YTD
+10.00%
1 Year
+20.05%
3 Years (annualized)
+14.73%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SKTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+6.57%
vs Peers
+3.43%

SKTAX Mutual Fund Performance

SKTAX performance across multiple time periods: 1-month 0.91%, YTD 10.00%, 1-year 20.05%, 3-year 14.73%, 5-year 8.86%, 10-year 10.73%.

SKTAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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