ISMOX Mutual Fund

ISMOX Mutual Fund

NAV$3.29
See how much of ISMOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.63%
3 Months
-0.49%
6 Months
+5.70%
YTD
+6.27%
1 Year
+1.73%
3 Years (annualized)
+10.61%
5 Years (annualized)
+2.56%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMOX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.89%
vs Peers
-3.62%

ISMOX Mutual Fund Performance

ISMOX performance across multiple time periods: 1-month 0.63%, YTD 6.27%, 1-year 1.73%, 3-year 10.61%, 5-year 2.56%, 10-year 10.63%.

ISMOX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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