ISQAX Mutual Fund

ISQAX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
+1.87%
3 Months
+0.86%
6 Months
+5.91%
YTD
+9.02%
1 Year
+14.83%
3 Years (annualized)
+14.34%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.92%

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)
+9.02%
Peer Avg (YTD)
+8.76%
vs Peers
+0.26%

ISQAX Mutual Fund Performance

ISQAX performance across multiple time periods: 1-month 1.87%, YTD 9.02%, 1-year 14.83%, 3-year 14.34%, 5-year 6.39%, 10-year 8.92%.

ISQAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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