ISKSX Mutual Fund

ISKSX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+1.14%
3 Months
+0.31%
6 Months
+2.26%
YTD
+4.68%
1 Year
+8.49%
3 Years (annualized)
+9.30%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISKSX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+8.76%
vs Peers
-4.07%

ISKSX Mutual Fund Performance

ISKSX performance across multiple time periods: 1-month 1.14%, YTD 4.68%, 1-year 8.49%, 3-year 9.30%, 5-year 3.52%, 10-year 5.09%.

ISKSX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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