ISZIX Mutual Fund

NAV$9.68
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.28%
3 Months
+4.62%
6 Months
+4.41%
YTD
+6.61%
1 Year
+8.14%
3 Years (annualized)
+7.68%
5 Years (annualized)
+6.25%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISZIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+7.54%
vs Peers
-0.94%

ISZIX Mutual Fund Performance

ISZIX performance across multiple time periods: 1-month 0.28%, YTD 6.61%, 1-year 8.14%, 3-year 7.68%, 5-year 6.25%, 10-year 6.26%.

ISZIX returns trail the peer average of 7.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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