IISAX Mutual Fund

IISAX Mutual Fund

NAV$22.55
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.13%
3 Months
+13.56%
6 Months
+11.31%
YTD
+10.63%
1 Year
+22.40%
3 Years (annualized)
+17.80%
5 Years (annualized)
+9.40%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+7.64%
vs Peers
+2.99%

IISAX Mutual Fund Performance

IISAX performance across multiple time periods: 1-month -0.13%, YTD 10.63%, 1-year 22.40%, 3-year 17.80%, 5-year 9.40%, 10-year 11.24%.

IISAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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