ISNRX Mutual Fund

ISNRX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
+2.40%
3 Months
+1.30%
6 Months
+17.34%
YTD
+12.97%
1 Year
+19.88%
3 Years (annualized)
+21.29%
5 Years (annualized)
+10.55%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNRX 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)
+12.97%
Peer Avg (YTD)
+8.76%
vs Peers
+4.21%

ISNRX Mutual Fund Performance

ISNRX performance across multiple time periods: 1-month 2.40%, YTD 12.97%, 1-year 19.88%, 3-year 21.29%, 5-year 10.55%, 10-year 11.78%.

ISNRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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