IUSCX Mutual Fund

NAV$10.23

Returns Overview

1 Month
+3.46%
3 Months
+5.97%
6 Months
-8.61%
YTD
-8.46%
1 Year
-4.72%
3 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-8.46%
Peer Avg (YTD)
-1.88%
vs Peers
-6.58%

IUSCX Mutual Fund Performance

IUSCX performance across multiple time periods: 1-month 3.46%, YTD -8.46%, 1-year -4.72%, 3-year 9.20%.

IUSCX returns trail the peer average of -1.88% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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