INISX Mutual Fund

INISX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-0.71%
3 Months
-0.60%
6 Months
-1.18%
YTD
-1.18%
1 Year
+2.59%
3 Years (annualized)
+4.68%
5 Years (annualized)
+0.85%
10 Years (annualized)
+2.22%

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)
-1.18%
Peer Avg (YTD)
+0.12%
vs Peers
-1.30%

INISX Mutual Fund Performance

INISX performance across multiple time periods: 1-month -0.71%, YTD -1.18%, 1-year 2.59%, 3-year 4.68%, 5-year 0.85%, 10-year 2.22%.

INISX returns trail the peer average of 0.12% 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.