INSLX Mutual Fund

NAV$38.85

Returns Overview

1 Month
-1.51%
3 Months
+4.70%
6 Months
+0.42%
YTD
+0.06%
1 Year
-0.81%
3 Years (annualized)
+4.33%
5 Years (annualized)
-1.91%

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

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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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+9.16%
vs Peers
-9.11%

INSLX Mutual Fund Performance

INSLX performance across multiple time periods: 1-month -1.51%, YTD 0.06%, 1-year -0.81%, 3-year 4.33%, 5-year -1.91%.

INSLX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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