ISFCX Mutual Fund

NAV$18.18

Returns Overview

1 Month
+0.79%
3 Months
+5.16%
6 Months
+4.18%
YTD
+3.83%
1 Year
+9.62%
3 Years (annualized)
+9.37%
5 Years (annualized)
+2.43%
10 Years (annualized)
+4.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+6.73%
vs Peers
-2.90%

ISFCX Mutual Fund Performance

ISFCX performance across multiple time periods: 1-month 0.79%, YTD 3.83%, 1-year 9.62%, 3-year 9.37%, 5-year 2.43%, 10-year 4.81%.

ISFCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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