ISMSX Mutual Fund

ISMSX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
+2.69%
3 Months
+7.42%
6 Months
+11.61%
YTD
+15.91%
1 Year
+20.93%
3 Years (annualized)
+10.18%
5 Years (annualized)
+7.36%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMSX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.91%
Peer Avg (YTD)
+9.54%
vs Peers
+6.37%

ISMSX Mutual Fund Performance

ISMSX performance across multiple time periods: 1-month 2.69%, YTD 15.91%, 1-year 20.93%, 3-year 10.18%, 5-year 7.36%, 10-year 9.33%.

ISMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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