ISNLX Mutual Fund

NAV$18.01

Returns Overview

3 Months
+12.28%
6 Months
+10.11%
YTD
+9.51%
1 Year
+19.69%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.35%
10 Years (annualized)
+10.79%

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
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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+7.64%
vs Peers
+1.87%

ISNLX Mutual Fund Performance

ISNLX performance across multiple time periods: YTD 9.51%, 1-year 19.69%, 3-year 16.37%, 5-year 8.35%, 10-year 10.79%.

ISNLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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