ISFIX Mutual Fund

ISFIX Mutual Fund

NAV$19.18
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Returns Overview

1 Month
+2.36%
3 Months
+2.36%
6 Months
+13.68%
YTD
+12.22%
1 Year
+18.80%
3 Years (annualized)
+19.67%
5 Years (annualized)
+12.07%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+8.51%
vs Peers
+3.71%

ISFIX Mutual Fund Performance

ISFIX performance across multiple time periods: 1-month 2.36%, YTD 12.22%, 1-year 18.80%, 3-year 19.67%, 5-year 12.07%, 10-year 14.54%.

ISFIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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