ISNFX Mutual Fund

ISNFX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-1.02%
3 Months
+2.04%
6 Months
+4.36%
YTD
+5.83%
1 Year
+12.63%
3 Years (annualized)
+11.21%
5 Years (annualized)
+5.25%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNFX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+6.99%
vs Peers
-1.17%

ISNFX Mutual Fund Performance

ISNFX performance across multiple time periods: 1-month -1.02%, YTD 5.83%, 1-year 12.63%, 3-year 11.21%, 5-year 5.25%, 10-year 7.84%.

ISNFX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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