ISBAX Mutual Fund

ISBAX Mutual Fund

NAV$15.43
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Returns Overview

1 Month
+2.31%
3 Months
+2.25%
6 Months
+13.40%
YTD
+11.85%
1 Year
+18.17%
3 Years (annualized)
+18.95%
5 Years (annualized)
+11.45%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISBAX 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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+8.51%
vs Peers
+3.34%

ISBAX Mutual Fund Performance

ISBAX performance across multiple time periods: 1-month 2.31%, YTD 11.85%, 1-year 18.17%, 3-year 18.95%, 5-year 11.45%, 10-year 14.42%.

ISBAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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