ISNKX Mutual Fund

ISNKX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
-1.01%
3 Months
+2.98%
6 Months
+6.07%
YTD
+8.10%
1 Year
+17.07%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+6.99%
vs Peers
+1.10%

ISNKX Mutual Fund Performance

ISNKX performance across multiple time periods: 1-month -1.01%, YTD 8.10%, 1-year 17.07%, 3-year 14.34%, 5-year 7.45%, 10-year 9.75%.

ISNKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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