ISFIX Mutual Fund

NAV$19.03

Returns Overview

1 Month
-0.98%
3 Months
+15.26%
6 Months
+8.73%
YTD
+8.56%
1 Year
+20.17%
3 Years (annualized)
+19.14%
5 Years (annualized)
+12.28%
10 Years (annualized)
+14.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+8.97%
vs Peers
-0.41%

ISFIX Mutual Fund Performance

ISFIX performance across multiple time periods: 1-month -0.98%, YTD 8.56%, 1-year 20.17%, 3-year 19.14%, 5-year 12.28%, 10-year 14.64%.

ISFIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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