ISRSX Mutual Fund

ISRSX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-1.00%
3 Months
+3.44%
6 Months
+6.86%
YTD
+9.11%
1 Year
+18.89%
3 Years (annualized)
+15.69%
5 Years (annualized)
+8.48%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISRSX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+6.99%
vs Peers
+2.12%

ISRSX Mutual Fund Performance

ISRSX performance across multiple time periods: 1-month -1.00%, YTD 9.11%, 1-year 18.89%, 3-year 15.69%, 5-year 8.48%, 10-year 10.49%.

ISRSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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