ISRSX Mutual Fund

NAV$11.61

Returns Overview

1 Month
-0.08%
3 Months
+13.47%
6 Months
+10.96%
YTD
+10.21%
1 Year
+21.13%
3 Years (annualized)
+17.24%
5 Years (annualized)
+8.85%
10 Years (annualized)
+11.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+7.64%
vs Peers
+2.57%

ISRSX Mutual Fund Performance

ISRSX performance across multiple time periods: 1-month -0.08%, YTD 10.21%, 1-year 21.13%, 3-year 17.24%, 5-year 8.85%, 10-year 11.01%.

ISRSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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