IFTAX Mutual Fund

IFTAX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-2.95%
3 Months
+4.05%
6 Months
+7.23%
YTD
+37.62%
1 Year
+16.87%
3 Years (annualized)
+30.33%
5 Years (annualized)
+16.69%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTAX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+37.62%
Peer Avg (YTD)
+9.88%
vs Peers
+27.74%

IFTAX Mutual Fund Performance

IFTAX performance across multiple time periods: 1-month -2.95%, YTD 37.62%, 1-year 16.87%, 3-year 30.33%, 5-year 16.69%, 10-year 11.14%.

IFTAX returns outperform the peer average of 9.88% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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