ISKAX Mutual Fund

ISKAX Mutual Fund

NAV$10.41
See how much of ISKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.11%
3 Months
+0.27%
6 Months
-0.09%
YTD
+4.83%
1 Year
+8.28%
3 Years (annualized)
+8.25%
5 Years (annualized)
+2.84%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISKAX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+8.76%
vs Peers
-3.93%

ISKAX Mutual Fund Performance

ISKAX performance across multiple time periods: 1-month 1.11%, YTD 4.83%, 1-year 8.28%, 3-year 8.25%, 5-year 2.84%, 10-year 4.60%.

ISKAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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