ISPCX Mutual Fund

ISPCX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
+1.91%
3 Months
+0.95%
6 Months
-6.30%
YTD
+9.60%
1 Year
+14.95%
3 Years (annualized)
+9.86%
5 Years (annualized)
+3.89%
10 Years (annualized)
+7.69%

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
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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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+8.76%
vs Peers
+0.84%

ISPCX Mutual Fund Performance

ISPCX performance across multiple time periods: 1-month 1.91%, YTD 9.60%, 1-year 14.95%, 3-year 9.86%, 5-year 3.89%, 10-year 7.69%.

ISPCX returns outperform the peer average of 8.76% 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.