INSCX Mutual Fund

INSCX Mutual Fund

NAV$28.57
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Returns Overview

1 Month
-6.16%
3 Months
+10.08%
6 Months
+28.33%
YTD
+9.30%
1 Year
+8.10%
3 Years (annualized)
+19.97%
5 Years (annualized)
+1.44%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSCX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+6.23%
vs Peers
+3.06%

INSCX Mutual Fund Performance

INSCX performance across multiple time periods: 1-month -6.16%, YTD 9.30%, 1-year 8.10%, 3-year 19.97%, 5-year 1.44%, 10-year 6.00%.

INSCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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