ISMF ETF

$28.04

Returns Overview

1 Month
-0.39%
3 Months
+2.27%
6 Months
+6.11%
YTD
+5.35%
1 Year
+24.95%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ISMF 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This ETF (YTD)
+5.35%
Peer Avg (YTD)
+12.13%
vs Peers
-6.78%

ISMF ETF Performance

ISMF performance across multiple time periods: 1-month -0.39%, YTD 5.35%, 1-year 24.95%.

ISMF returns trail the peer average of 12.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this ETF.

ISMF performance comparison shows side-by-side returns with another fund. ISMF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.39%N/A
3 Months+2.27%N/A
6 Months+6.11%N/A
1 Year+24.95%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized