IISPX Mutual Fund

IISPX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
-0.95%
3 Months
+3.71%
6 Months
+7.49%
YTD
+9.91%
1 Year
+20.31%
3 Years (annualized)
+16.60%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISPX 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 Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+6.99%
vs Peers
+2.92%

IISPX Mutual Fund Performance

IISPX performance across multiple time periods: 1-month -0.95%, YTD 9.91%, 1-year 20.31%, 3-year 16.60%, 5-year 9.13%, 10-year 11.01%.

IISPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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