ISFYX Mutual Fund

ISFYX Mutual Fund

NAV$17.61
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Returns Overview

1 Month
+0.85%
3 Months
+5.35%
6 Months
+4.62%
YTD
+4.31%
1 Year
+10.70%
3 Years (annualized)
+10.42%
5 Years (annualized)
+3.42%
10 Years (annualized)
+5.84%

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
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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)
+4.31%
Peer Avg (YTD)
+6.73%
vs Peers
-2.41%

ISFYX Mutual Fund Performance

ISFYX performance across multiple time periods: 1-month 0.85%, YTD 4.31%, 1-year 10.70%, 3-year 10.42%, 5-year 3.42%, 10-year 5.84%.

ISFYX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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