ISCAX Mutual Fund

ISCAX Mutual Fund

NAV$50.26
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Returns Overview

1 Month
-3.31%
3 Months
-3.20%
6 Months
-3.33%
YTD
+3.93%
1 Year
+6.96%
3 Years (annualized)
+19.90%
5 Years (annualized)
+4.44%
10 Years (annualized)
+9.78%

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
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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+7.47%
vs Peers
-3.54%

ISCAX Mutual Fund Performance

ISCAX performance across multiple time periods: 1-month -3.31%, YTD 3.93%, 1-year 6.96%, 3-year 19.90%, 5-year 4.44%, 10-year 9.78%.

ISCAX returns trail the peer average of 7.47% 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.