ISCVX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+0.73%
3 Months
+4.87%
6 Months
+4.68%
YTD
+5.55%
1 Year
+8.75%
3 Years (annualized)
-0.15%
5 Years (annualized)
+4.07%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+5.68%
vs Peers
-0.14%

ISCVX Mutual Fund Performance

ISCVX performance across multiple time periods: 1-month 0.73%, YTD 5.55%, 1-year 8.75%, 3-year -0.15%, 5-year 4.07%, 10-year 4.26%.

ISCVX returns trail the peer average of 5.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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