ISNIX Mutual Fund

NAV$15.67

Returns Overview

3 Months
+9.12%
6 Months
+7.26%
YTD
+6.86%
1 Year
+14.46%
3 Years (annualized)
+12.49%
5 Years (annualized)
+5.75%
10 Years (annualized)
+8.38%

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

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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)
+6.86%
Peer Avg (YTD)
+7.64%
vs Peers
-0.78%

ISNIX Mutual Fund Performance

ISNIX performance across multiple time periods: YTD 6.86%, 1-year 14.46%, 3-year 12.49%, 5-year 5.75%, 10-year 8.38%.

ISNIX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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