ISNKX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
-0.05%
3 Months
+12.11%
6 Months
+9.83%
YTD
+9.20%
1 Year
+19.04%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.24%

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

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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+7.64%
vs Peers
+1.56%

ISNKX Mutual Fund Performance

ISNKX performance across multiple time periods: 1-month -0.05%, YTD 9.20%, 1-year 19.04%, 3-year 15.79%, 5-year 7.81%, 10-year 10.24%.

ISNKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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