ISMDX Mutual Fund

ISMDX Mutual Fund

NAV$12.89
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Returns Overview

3 Months
+4.25%
6 Months
+6.26%
YTD
+10.21%
1 Year
+15.45%
3 Years (annualized)
+1.75%
5 Years (annualized)
+7.08%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+5.91%
vs Peers
+4.30%

ISMDX Mutual Fund Performance

ISMDX performance across multiple time periods: YTD 10.21%, 1-year 15.45%, 3-year 1.75%, 5-year 7.08%, 10-year 5.89%.

ISMDX returns outperform the peer average of 5.91% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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