SKTAX Mutual Fund

NAV$22.04

Returns Overview

1 Month
+0.42%
3 Months
+10.96%
6 Months
+9.61%
YTD
+9.00%
1 Year
+20.05%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.17%
10 Years (annualized)
+11.23%

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

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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 500 Index Total Return
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+6.73%
vs Peers
+2.28%

SKTAX Mutual Fund Performance

SKTAX performance across multiple time periods: 1-month 0.42%, YTD 9.00%, 1-year 20.05%, 3-year 15.97%, 5-year 9.17%, 10-year 11.23%.

SKTAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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