ISZAX Mutual Fund

ISZAX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
+0.30%
3 Months
+4.62%
6 Months
+4.30%
YTD
+6.37%
1 Year
+7.64%
3 Years (annualized)
+7.17%
5 Years (annualized)
+5.75%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISZAX 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
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📉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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+7.54%
vs Peers
-1.17%

ISZAX Mutual Fund Performance

ISZAX performance across multiple time periods: 1-month 0.30%, YTD 6.37%, 1-year 7.64%, 3-year 7.17%, 5-year 5.75%, 10-year 5.73%.

ISZAX returns trail the peer average of 7.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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