ISPXX Mutual Fund

ISPXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.27%
3 Months
+0.80%
6 Months
+1.59%
YTD
+1.86%
1 Year
+2.81%
3 Years (annualized)
+3.53%
5 Years (annualized)
+2.90%
10 Years (annualized)
+2.03%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
iMoney Net Government InstItutIonal Index(WMMFIMEC)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+1.18%
vs Peers
+0.68%

ISPXX Mutual Fund Performance

ISPXX performance across multiple time periods: 1-month 0.27%, YTD 1.86%, 1-year 2.81%, 3-year 3.53%, 5-year 2.90%, 10-year 2.03%.

ISPXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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