ISNIX Mutual Fund

ISNIX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
-1.00%
3 Months
+2.06%
6 Months
+4.34%
YTD
+5.79%
1 Year
+12.73%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNIX 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)
+5.79%
Peer Avg (YTD)
+6.99%
vs Peers
-1.21%

ISNIX Mutual Fund Performance

ISNIX performance across multiple time periods: 1-month -1.00%, YTD 5.79%, 1-year 12.73%, 3-year 11.30%, 5-year 5.34%, 10-year 7.95%.

ISNIX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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