ISCIX Mutual Fund

ISCIX Mutual Fund

NAV$53.86
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Returns Overview

1 Month
+4.69%
3 Months
+0.43%
6 Months
+2.74%
YTD
+13.43%
1 Year
+17.16%
3 Years (annualized)
+19.38%
5 Years (annualized)
+5.74%
10 Years (annualized)
+11.33%

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)
+13.43%
Peer Avg (YTD)
+9.98%
vs Peers
+3.45%

ISCIX Mutual Fund Performance

ISCIX performance across multiple time periods: 1-month 4.69%, YTD 13.43%, 1-year 17.16%, 3-year 19.38%, 5-year 5.74%, 10-year 11.33%.

ISCIX returns outperform the peer average of 9.98% 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.