ISPVX Mutual Fund

ISPVX Mutual Fund

NAV$20.36
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Returns Overview

1 Month
+1.39%
3 Months
-2.52%
6 Months
+2.49%
YTD
+13.03%
1 Year
+19.97%
3 Years (annualized)
+19.47%
5 Years (annualized)
+7.31%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPVX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+8.01%
vs Peers
+5.02%

ISPVX Mutual Fund Performance

ISPVX performance across multiple time periods: 1-month 1.39%, YTD 13.03%, 1-year 19.97%, 3-year 19.47%, 5-year 7.31%, 10-year 10.20%.

ISPVX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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