ISZSX Mutual Fund

ISZSX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+0.29%
3 Months
+4.61%
6 Months
+4.40%
YTD
+6.43%
1 Year
+7.95%
3 Years (annualized)
+7.40%
5 Years (annualized)
+5.99%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISZSX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+7.54%
vs Peers
-1.11%

ISZSX Mutual Fund Performance

ISZSX performance across multiple time periods: 1-month 0.29%, YTD 6.43%, 1-year 7.95%, 3-year 7.40%, 5-year 5.99%, 10-year 6.00%.

ISZSX returns trail the peer average of 7.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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