INSIX Mutual Fund

INSIX Mutual Fund

NAV$30.07
Do a full portfolio x-ray with INSIX
Just $25 once·$69/mo·Download sample
Get mine for $25

Returns Overview

1 Month
-6.10%
3 Months
+10.39%
6 Months
+29.05%
YTD
+9.95%
1 Year
+9.20%
3 Years (annualized)
+21.17%
5 Years (annualized)
+2.46%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSIX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+6.23%
vs Peers
+3.71%

INSIX Mutual Fund Performance

INSIX performance across multiple time periods: 1-month -6.10%, YTD 9.95%, 1-year 9.20%, 3-year 21.17%, 5-year 2.46%, 10-year 7.06%.

INSIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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