ISTFX Mutual Fund

NAV$8.05

Returns Overview

1 Month
-0.25%
3 Months
-0.49%
6 Months
-1.23%
YTD
-1.23%
1 Year
+3.83%
3 Years (annualized)
+5.67%
5 Years (annualized)
+2.49%
10 Years (annualized)
+2.52%

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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+3.23%
vs Peers
-4.45%

ISTFX Mutual Fund Performance

ISTFX performance across multiple time periods: 1-month -0.25%, YTD -1.23%, 1-year 3.83%, 3-year 5.67%, 5-year 2.49%, 10-year 2.52%.

ISTFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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