ISNMX Mutual Fund

NAV$17.68

Returns Overview

3 Months
+12.21%
6 Months
+10.01%
YTD
+9.39%
1 Year
+19.39%
3 Years (annualized)
+16.06%
5 Years (annualized)
+8.08%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNMX 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)
+9.39%
Peer Avg (YTD)
+7.64%
vs Peers
+1.75%

ISNMX Mutual Fund Performance

ISNMX performance across multiple time periods: YTD 9.39%, 1-year 19.39%, 3-year 16.06%, 5-year 8.08%, 10-year 10.52%.

ISNMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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