IKSTX Mutual Fund

IKSTX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-3.67%
3 Months
-5.11%
6 Months
-3.81%
YTD
-4.29%
1 Year
-3.09%
3 Years (annualized)
+2.55%
5 Years (annualized)
-0.27%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IKSTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.29%
Peer Avg (YTD)
-3.82%
vs Peers
-0.47%

IKSTX Mutual Fund Performance

IKSTX performance across multiple time periods: 1-month -3.67%, YTD -4.29%, 1-year -3.09%, 3-year 2.55%, 5-year -0.27%, 10-year 0.63%.

IKSTX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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