SKTAX Mutual Fund

SKTAX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-2.55%
3 Months
-0.16%
6 Months
+10.47%
YTD
+8.52%
1 Year
+12.14%
3 Years (annualized)
+16.22%
5 Years (annualized)
+8.48%
10 Years (annualized)
+10.66%

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
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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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+6.10%
vs Peers
+2.42%

SKTAX Mutual Fund Performance

SKTAX performance across multiple time periods: 1-month -2.55%, YTD 8.52%, 1-year 12.14%, 3-year 16.22%, 5-year 8.48%, 10-year 10.66%.

SKTAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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