INSLX Mutual Fund

INSLX Mutual Fund

NAV$39.77
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Returns Overview

1 Month
+5.85%
3 Months
+5.91%
6 Months
+3.54%
YTD
+5.91%
1 Year
+8.20%
3 Years (annualized)
+6.21%
5 Years (annualized)
-1.51%
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
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📉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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+8.67%
vs Peers
-2.76%

INSLX Mutual Fund Performance

INSLX performance across multiple time periods: 1-month 5.85%, YTD 5.91%, 1-year 8.20%, 3-year 6.21%, 5-year -1.51%, 10-year 6.98%.

INSLX returns trail the peer average of 8.67% 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.