ISFYX Mutual Fund

ISFYX Mutual Fund

NAV$17.00
See how much of ISFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.23%
3 Months
-1.19%
6 Months
-0.02%
YTD
+1.92%
1 Year
+3.22%
3 Years (annualized)
+11.26%
5 Years (annualized)
+3.36%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+6.22%
vs Peers
-4.30%

ISFYX Mutual Fund Performance

ISFYX performance across multiple time periods: 1-month 0.23%, YTD 1.92%, 1-year 3.22%, 3-year 11.26%, 5-year 3.36%, 10-year 5.85%.

ISFYX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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