ISCIX Mutual Fund

ISCIX Mutual Fund

NAV$56.05
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Returns Overview

1 Month
-0.52%
3 Months
-0.07%
6 Months
+3.03%
YTD
+8.35%
1 Year
+14.58%
3 Years (annualized)
+16.18%
5 Years (annualized)
+5.55%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCIX 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)
+8.35%
Peer Avg (YTD)
+8.67%
vs Peers
-0.32%

ISCIX Mutual Fund Performance

ISCIX performance across multiple time periods: 1-month -0.52%, YTD 8.35%, 1-year 14.58%, 3-year 16.18%, 5-year 5.55%, 10-year 10.91%.

ISCIX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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