ISTFX Mutual Fund

ISTFX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-0.65%
3 Months
+0.12%
6 Months
+2.05%
YTD
+3.30%
1 Year
+5.72%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISTFX 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)
+3.30%
Peer Avg (YTD)
+0.50%
vs Peers
+2.80%

ISTFX Mutual Fund Performance

ISTFX performance across multiple time periods: 1-month -0.65%, YTD 3.30%, 1-year 5.72%, 3-year 5.39%, 5-year 2.54%, 10-year 2.50%.

ISTFX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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