ISEIX Mutual Fund

ISEIX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-0.53%
3 Months
+2.79%
6 Months
+5.75%
YTD
+7.64%
1 Year
+16.39%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.25%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISEIX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+6.99%
vs Peers
+0.64%

ISEIX Mutual Fund Performance

ISEIX performance across multiple time periods: 1-month -0.53%, YTD 7.64%, 1-year 16.39%, 3-year 13.68%, 5-year 7.25%, 10-year 9.46%.

ISEIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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