ISCWX Mutual Fund

NAV$111.35

Returns Overview

1 Month
-3.17%
3 Months
+7.23%
6 Months
+9.82%
YTD
+8.97%
1 Year
+21.97%
3 Years (annualized)
+19.39%
5 Years (annualized)
+8.37%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCWX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+9.16%
vs Peers
-0.19%

ISCWX Mutual Fund Performance

ISCWX performance across multiple time periods: 1-month -3.17%, YTD 8.97%, 1-year 21.97%, 3-year 19.39%, 5-year 8.37%, 10-year 10.66%.

ISCWX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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