ISWIX Mutual Fund

ISWIX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-0.85%
3 Months
+1.12%
6 Months
+2.63%
YTD
+3.63%
1 Year
+8.85%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.31%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISWIX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+6.99%
vs Peers
-3.36%

ISWIX Mutual Fund Performance

ISWIX performance across multiple time periods: 1-month -0.85%, YTD 3.63%, 1-year 8.85%, 3-year 8.32%, 5-year 3.31%, 10-year 5.28%.

ISWIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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