ISFCX Mutual Fund

ISFCX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
+0.59%
3 Months
+0.09%
6 Months
+0.81%
YTD
+3.10%
1 Year
+6.74%
3 Years (annualized)
+9.04%
5 Years (annualized)
+2.03%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+7.17%
vs Peers
-4.07%

ISFCX Mutual Fund Performance

ISFCX performance across multiple time periods: 1-month 0.59%, YTD 3.10%, 1-year 6.74%, 3-year 9.04%, 5-year 2.03%, 10-year 4.41%.

ISFCX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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