INISX Mutual Fund

INISX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
+1.08%
3 Months
-0.61%
6 Months
-1.20%
YTD
-1.78%
1 Year
-1.46%
3 Years (annualized)
+4.06%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INISX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+1.93%
vs Peers
-3.71%

INISX Mutual Fund Performance

INISX performance across multiple time periods: 1-month 1.08%, YTD -1.78%, 1-year -1.46%, 3-year 4.06%, 5-year 0.01%, 10-year 1.55%.

INISX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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