ISPCX Mutual Fund

ISPCX Mutual Fund

NAV$10.34
See how much of ISPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.94%
3 Months
+2.48%
6 Months
+5.29%
YTD
+7.04%
1 Year
+14.90%
3 Years (annualized)
+12.89%
5 Years (annualized)
+6.48%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+6.99%
vs Peers
+0.05%

ISPCX Mutual Fund Performance

ISPCX performance across multiple time periods: 1-month -0.94%, YTD 7.04%, 1-year 14.90%, 3-year 12.89%, 5-year 6.48%, 10-year 8.86%.

ISPCX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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