ISQSX Mutual Fund

ISQSX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-6.36%
3 Months
-7.19%
6 Months
-2.50%
YTD
+0.28%
1 Year
+5.77%
3 Years (annualized)
+11.45%
5 Years (annualized)
+4.87%
10 Years (annualized)
+8.28%

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)
+0.28%
Peer Avg (YTD)
+8.76%
vs Peers
-8.48%

ISQSX Mutual Fund Performance

ISQSX performance across multiple time periods: 1-month -6.36%, YTD 0.28%, 1-year 5.77%, 3-year 11.45%, 5-year 4.87%, 10-year 8.28%.

ISQSX returns trail the peer average of 8.76% 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.