ISNHX Mutual Fund

NAV$15.91

Returns Overview

1 Month
+0.06%
3 Months
+9.21%
6 Months
+7.44%
YTD
+7.05%
1 Year
+14.74%
3 Years (annualized)
+12.66%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+7.64%
vs Peers
-0.59%

ISNHX Mutual Fund Performance

ISNHX performance across multiple time periods: 1-month 0.06%, YTD 7.05%, 1-year 14.74%, 3-year 12.66%, 5-year 5.91%, 10-year 8.55%.

ISNHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

ISNHX performance comparison shows side-by-side returns with another fund. ISNHX alternatives are available in the Mutual Fund Screener.