ISCWX Mutual Fund

ISCWX Mutual Fund

NAV$106.04
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Returns Overview

1 Month
-3.38%
3 Months
-1.03%
6 Months
-2.60%
YTD
+7.29%
1 Year
+13.23%
3 Years (annualized)
+22.40%
5 Years (annualized)
+8.06%
10 Years (annualized)
+10.04%

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
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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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+7.47%
vs Peers
-0.18%

ISCWX Mutual Fund Performance

ISCWX performance across multiple time periods: 1-month -3.38%, YTD 7.29%, 1-year 13.23%, 3-year 22.40%, 5-year 8.06%, 10-year 10.04%.

ISCWX returns trail the peer average of 7.47% 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.