ISNLX Mutual Fund

ISNLX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-1.00%
3 Months
+3.08%
6 Months
+6.30%
YTD
+8.41%
1 Year
+17.62%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNLX 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)
+8.41%
Peer Avg (YTD)
+6.99%
vs Peers
+1.41%

ISNLX Mutual Fund Performance

ISNLX performance across multiple time periods: 1-month -1.00%, YTD 8.41%, 1-year 17.62%, 3-year 14.91%, 5-year 7.97%, 10-year 10.29%.

ISNLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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