IISSX Mutual Fund

IISSX Mutual Fund

NAV$22.95
See how much of IISSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.33%
3 Months
+3.95%
6 Months
+7.78%
YTD
+10.31%
1 Year
+21.15%
3 Years (annualized)
+16.65%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISSX 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)
+10.31%
Peer Avg (YTD)
+6.99%
vs Peers
+3.32%

IISSX Mutual Fund Performance

IISSX performance across multiple time periods: 1-month -0.33%, YTD 10.31%, 1-year 21.15%, 3-year 16.65%, 5-year 9.48%, 10-year 11.06%.

IISSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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