ISPXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.26%
3 Months
+0.79%
6 Months
+1.57%
YTD
+1.58%
1 Year
+2.87%
3 Years (annualized)
+3.57%
5 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
iMoney Net Government InstItutIonal Index(WMMFIMEC)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+1.70%
vs Peers
-0.12%

ISPXX Mutual Fund Performance

ISPXX performance across multiple time periods: 1-month 0.26%, YTD 1.58%, 1-year 2.87%, 3-year 3.57%, 5-year 2.84%.

ISPXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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