ISOLX Mutual Fund

ISOLX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
-0.92%
3 Months
+0.85%
6 Months
+2.61%
YTD
+3.78%
1 Year
+9.54%
3 Years (annualized)
+8.84%
5 Years (annualized)
+3.63%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISOLX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+6.99%
vs Peers
-3.21%

ISOLX Mutual Fund Performance

ISOLX performance across multiple time periods: 1-month -0.92%, YTD 3.78%, 1-year 9.54%, 3-year 8.84%, 5-year 3.63%, 10-year 5.18%.

ISOLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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