ISSPX Mutual Fund

ISSPX Mutual Fund

NAV$13.57
See how much of ISSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.43%
3 Months
+1.35%
6 Months
+18.28%
YTD
+13.20%
1 Year
+20.18%
3 Years (annualized)
+21.70%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISSPX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+8.76%
vs Peers
+4.44%

ISSPX Mutual Fund Performance

ISSPX performance across multiple time periods: 1-month 2.43%, YTD 13.20%, 1-year 20.18%, 3-year 21.70%, 5-year 10.76%, 10-year 11.92%.

ISSPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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