INSAX Mutual Fund

NAV$27.74

Returns Overview

1 Month
+2.57%
3 Months
+33.70%
6 Months
+17.36%
YTD
+16.92%
1 Year
+20.96%
3 Years (annualized)
+23.53%
5 Years (annualized)
+3.30%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.92%
Peer Avg (YTD)
+8.97%
vs Peers
+7.95%

INSAX Mutual Fund Performance

INSAX performance across multiple time periods: 1-month 2.57%, YTD 16.92%, 1-year 20.96%, 3-year 23.53%, 5-year 3.30%, 10-year 7.87%.

INSAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

INSAX performance comparison shows side-by-side returns with another fund. INSAX alternatives are available in the Mutual Fund Screener.