ISMOX Mutual Fund

ISMOX Mutual Fund

NAV$3.21
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Returns Overview

1 Month
-5.21%
3 Months
+5.61%
6 Months
+5.90%
YTD
+5.61%
1 Year
+1.55%
3 Years (annualized)
+9.40%
5 Years (annualized)
+2.99%
10 Years (annualized)
+10.44%

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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+9.54%
vs Peers
-3.93%

ISMOX Mutual Fund Performance

ISMOX performance across multiple time periods: 1-month -5.21%, YTD 5.61%, 1-year 1.55%, 3-year 9.40%, 5-year 2.99%, 10-year 10.44%.

ISMOX returns trail the peer average of 9.54% 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.