ISNPX Mutual Fund

ISNPX Mutual Fund

NAV$18.03
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Returns Overview

1 Month
-1.01%
3 Months
+3.55%
6 Months
+7.07%
YTD
+9.47%
1 Year
+19.45%
3 Years (annualized)
+15.89%
5 Years (annualized)
+8.52%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNPX 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
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🏦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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+6.99%
vs Peers
+2.48%

ISNPX Mutual Fund Performance

ISNPX performance across multiple time periods: 1-month -1.01%, YTD 9.47%, 1-year 19.45%, 3-year 15.89%, 5-year 8.52%, 10-year 10.38%.

ISNPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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