ISOLX Mutual Fund

NAV$11.93

Returns Overview

1 Month
-0.08%
3 Months
+5.49%
6 Months
+4.93%
YTD
+4.75%
1 Year
+10.86%
3 Years (annualized)
+9.65%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.46%

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
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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+7.64%
vs Peers
-2.89%

ISOLX Mutual Fund Performance

ISOLX performance across multiple time periods: 1-month -0.08%, YTD 4.75%, 1-year 10.86%, 3-year 9.65%, 5-year 4.05%, 10-year 5.46%.

ISOLX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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