ISCAX Mutual Fund

ISCAX Mutual Fund

NAV$54.16
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Returns Overview

1 Month
-0.54%
3 Months
-0.13%
6 Months
+2.92%
YTD
+7.37%
1 Year
+14.31%
3 Years (annualized)
+15.90%
5 Years (annualized)
+5.30%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCAX 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)
+7.37%
Peer Avg (YTD)
+8.67%
vs Peers
-1.30%

ISCAX Mutual Fund Performance

ISCAX performance across multiple time periods: 1-month -0.54%, YTD 7.37%, 1-year 14.31%, 3-year 15.90%, 5-year 5.30%, 10-year 10.67%.

ISCAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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