ISNIX Mutual Fund

ISNIX Mutual Fund

NAV$15.43
See how much of ISNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.69%
3 Months
+0.67%
6 Months
+4.87%
YTD
+7.57%
1 Year
+12.60%
3 Years (annualized)
+12.65%
5 Years (annualized)
+5.37%
10 Years (annualized)
+8.11%

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

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)
+7.57%
Peer Avg (YTD)
+8.76%
vs Peers
-1.18%

ISNIX Mutual Fund Performance

ISNIX performance across multiple time periods: 1-month 1.69%, YTD 7.57%, 1-year 12.60%, 3-year 12.65%, 5-year 5.37%, 10-year 8.11%.

ISNIX returns trail the peer average of 8.76% 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.