ISFOX Mutual Fund

ISFOX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-1.12%
3 Months
+0.95%
6 Months
+2.02%
YTD
+3.12%
1 Year
+9.00%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.04%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFOX 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)
+3.12%
Peer Avg (YTD)
+6.57%
vs Peers
-3.45%

ISFOX Mutual Fund Performance

ISFOX performance across multiple time periods: 1-month -1.12%, YTD 3.12%, 1-year 9.00%, 3-year 9.80%, 5-year 4.04%, 10-year 6.21%.

ISFOX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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