IISPX Mutual Fund

IISPX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
+2.47%
3 Months
+1.43%
6 Months
-3.05%
YTD
+13.42%
1 Year
+20.41%
3 Years (annualized)
+14.23%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.99%

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)
+13.42%
Peer Avg (YTD)
+8.76%
vs Peers
+4.66%

IISPX Mutual Fund Performance

IISPX performance across multiple time periods: 1-month 2.47%, YTD 13.42%, 1-year 20.41%, 3-year 14.23%, 5-year 6.72%, 10-year 9.99%.

IISPX returns outperform the peer average of 8.76% 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.