ISESX Mutual Fund

ISESX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
+1.85%
3 Months
+1.23%
6 Months
+0.49%
YTD
+9.87%
1 Year
+15.51%
3 Years (annualized)
+13.00%
5 Years (annualized)
+5.83%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISESX 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)
+9.87%
Peer Avg (YTD)
+8.76%
vs Peers
+1.11%

ISESX Mutual Fund Performance

ISESX performance across multiple time periods: 1-month 1.85%, YTD 9.87%, 1-year 15.51%, 3-year 13.00%, 5-year 5.83%, 10-year 8.80%.

ISESX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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