ISNGX Mutual Fund

ISNGX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
-0.97%
3 Months
+2.17%
6 Months
+4.63%
YTD
+6.10%
1 Year
+13.26%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNGX 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)
+6.10%
Peer Avg (YTD)
+6.99%
vs Peers
-0.89%

ISNGX Mutual Fund Performance

ISNGX performance across multiple time periods: 1-month -0.97%, YTD 6.10%, 1-year 13.26%, 3-year 11.79%, 5-year 5.78%, 10-year 8.38%.

ISNGX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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