ISRIX Mutual Fund

ISRIX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
-0.76%
3 Months
-0.17%
6 Months
-8.97%
YTD
+9.76%
1 Year
+11.13%
3 Years (annualized)
+19.68%
5 Years (annualized)
+8.14%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISRIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+6.71%
vs Peers
+3.05%

ISRIX Mutual Fund Performance

ISRIX performance across multiple time periods: 1-month -0.76%, YTD 9.76%, 1-year 11.13%, 3-year 19.68%, 5-year 8.14%, 10-year 10.89%.

ISRIX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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