ISPVX Mutual Fund

ISPVX Mutual Fund

NAV$24.66
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Returns Overview

1 Month
-3.78%
3 Months
+5.14%
6 Months
+13.12%
YTD
+17.03%
1 Year
+27.10%
3 Years (annualized)
+14.81%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.51%

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)
+17.03%
Peer Avg (YTD)
+9.54%
vs Peers
+7.49%

ISPVX Mutual Fund Performance

ISPVX performance across multiple time periods: 1-month -3.78%, YTD 17.03%, 1-year 27.10%, 3-year 14.81%, 5-year 8.36%, 10-year 10.51%.

ISPVX returns outperform the peer average of 9.54% 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.