ISCSX Mutual Fund

ISCSX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
+2.33%
3 Months
+2.33%
6 Months
+13.59%
YTD
+12.09%
1 Year
+18.52%
3 Years (annualized)
+19.33%
5 Years (annualized)
+11.79%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCSX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+8.51%
vs Peers
+3.58%

ISCSX Mutual Fund Performance

ISCSX performance across multiple time periods: 1-month 2.33%, YTD 12.09%, 1-year 18.52%, 3-year 19.33%, 5-year 11.79%, 10-year 14.74%.

ISCSX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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