ISPBX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.20%
3 Months
+4.50%
6 Months
+4.18%
YTD
+6.28%
1 Year
+7.71%
3 Years (annualized)
+7.28%
5 Years (annualized)
+5.85%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+7.54%
vs Peers
-1.26%

ISPBX Mutual Fund Performance

ISPBX performance across multiple time periods: 1-month 0.20%, YTD 6.28%, 1-year 7.71%, 3-year 7.28%, 5-year 5.85%, 10-year 5.84%.

ISPBX returns trail the peer average of 7.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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