ISQSX Mutual Fund

ISQSX Mutual Fund

NAV$11.08
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Returns Overview

3 Months
-10.99%
6 Months
-8.70%
YTD
-4.67%
1 Year
-3.33%
3 Years (annualized)
+12.02%
5 Years (annualized)
+3.75%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISQSX 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)
-4.67%
Peer Avg (YTD)
+6.70%
vs Peers
-11.37%

ISQSX Mutual Fund Performance

ISQSX performance across multiple time periods: YTD -4.67%, 1-year -3.33%, 3-year 12.02%, 5-year 3.75%, 10-year 7.87%.

ISQSX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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