ISMVX Mutual Fund

ISMVX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
+4.93%
3 Months
-1.90%
6 Months
+6.34%
YTD
+19.08%
1 Year
+26.24%
3 Years (annualized)
+15.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMVX 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

This Mutual Fund (YTD)
+19.08%
Peer Avg (YTD)
+12.21%
vs Peers
+6.87%

ISMVX Mutual Fund Performance

ISMVX performance across multiple time periods: 1-month 4.93%, YTD 19.08%, 1-year 26.24%, 3-year 15.59%.

ISMVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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