ISFCX Mutual Fund

ISFCX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
-1.28%
3 Months
+0.61%
6 Months
+1.45%
YTD
+2.49%
1 Year
+7.79%
3 Years (annualized)
+8.61%
5 Years (annualized)
+2.92%
10 Years (annualized)
+5.09%

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)
+2.49%
Peer Avg (YTD)
+6.57%
vs Peers
-4.08%

ISFCX Mutual Fund Performance

ISFCX performance across multiple time periods: 1-month -1.28%, YTD 2.49%, 1-year 7.79%, 3-year 8.61%, 5-year 2.92%, 10-year 5.09%.

ISFCX returns trail the peer average of 6.57% 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.