ISDAX Mutual Fund

ISDAX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+0.35%
3 Months
+4.78%
6 Months
+4.59%
YTD
+6.55%
1 Year
+7.81%
3 Years (annualized)
+7.44%
5 Years (annualized)
+5.92%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISDAX 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
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📉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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+9.70%
vs Peers
-3.16%

ISDAX Mutual Fund Performance

ISDAX performance across multiple time periods: 1-month 0.35%, YTD 6.55%, 1-year 7.81%, 3-year 7.44%, 5-year 5.92%, 10-year 5.92%.

ISDAX returns trail the peer average of 9.70% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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