ISQAX Mutual Fund

ISQAX Mutual Fund

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Returns Overview

1 Month
-0.08%
3 Months
+10.55%
6 Months
+8.47%
YTD
+7.99%
1 Year
+16.70%
3 Years (annualized)
+14.10%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISQAX 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)
+7.99%
Peer Avg (YTD)
+7.64%
vs Peers
+0.35%

ISQAX Mutual Fund Performance

ISQAX performance across multiple time periods: 1-month -0.08%, YTD 7.99%, 1-year 16.70%, 3-year 14.10%, 5-year 6.74%, 10-year 9.21%.

ISQAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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