ISTBX Mutual Fund

ISTBX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-0.66%
3 Months
-0.24%
6 Months
+0.64%
YTD
+0.83%
1 Year
+2.11%
3 Years (annualized)
+5.33%
5 Years (annualized)
+2.63%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.50%
vs Peers
+0.33%

ISTBX Mutual Fund Performance

ISTBX performance across multiple time periods: 1-month -0.66%, YTD 0.83%, 1-year 2.11%, 3-year 5.33%, 5-year 2.63%, 10-year 2.53%.

ISTBX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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