ISNQX Mutual Fund

ISNQX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
-0.05%
3 Months
+14.25%
6 Months
+11.52%
YTD
+10.82%
1 Year
+22.32%
3 Years (annualized)
+18.05%
5 Years (annualized)
+9.42%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNQX 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)
+10.82%
Peer Avg (YTD)
+7.64%
vs Peers
+3.18%

ISNQX Mutual Fund Performance

ISNQX performance across multiple time periods: 1-month -0.05%, YTD 10.82%, 1-year 22.32%, 3-year 18.05%, 5-year 9.42%, 10-year 11.46%.

ISNQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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