INSLX Mutual Fund

INSLX Mutual Fund

NAV$39.00
See how much of INSLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.47%
3 Months
+1.66%
6 Months
+7.66%
YTD
+7.66%
1 Year
+8.81%
3 Years (annualized)
+12.52%
5 Years (annualized)
-1.94%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSLX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+7.47%
vs Peers
+0.19%

INSLX Mutual Fund Performance

INSLX performance across multiple time periods: 1-month 1.47%, YTD 7.66%, 1-year 8.81%, 3-year 12.52%, 5-year -1.94%, 10-year 6.98%.

INSLX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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