ISAIX Mutual Fund

NAV$11.24

Returns Overview

1 Month
+0.68%
3 Months
+4.90%
6 Months
+4.81%
YTD
+5.67%
1 Year
+8.94%
3 Years (annualized)
+0.10%
5 Years (annualized)
+4.32%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+5.68%
vs Peers
-0.01%

ISAIX Mutual Fund Performance

ISAIX performance across multiple time periods: 1-month 0.68%, YTD 5.67%, 1-year 8.94%, 3-year 0.10%, 5-year 4.32%, 10-year 4.52%.

ISAIX returns trail the peer average of 5.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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