ISCIX Mutual Fund

NAV$55.91

Returns Overview

1 Month
-3.57%
3 Months
+9.18%
6 Months
+8.91%
YTD
+8.91%
1 Year
+14.00%
3 Years (annualized)
+17.51%
5 Years (annualized)
+6.14%
10 Years (annualized)
+11.55%

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
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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+9.16%
vs Peers
-0.25%

ISCIX Mutual Fund Performance

ISCIX performance across multiple time periods: 1-month -3.57%, YTD 8.91%, 1-year 14.00%, 3-year 17.51%, 5-year 6.14%, 10-year 11.55%.

ISCIX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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