ISCWX Mutual Fund

ISCWX Mutual Fund

NAV$113.51
See how much of ISCWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
-1.60%
6 Months
+2.70%
YTD
+8.39%
1 Year
+21.40%
3 Years (annualized)
+17.58%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.98%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+8.67%
vs Peers
-0.28%

ISCWX Mutual Fund Performance

ISCWX performance across multiple time periods: 1-month -0.53%, YTD 8.39%, 1-year 21.40%, 3-year 17.58%, 5-year 8.06%, 10-year 9.98%.

ISCWX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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