IISPX Mutual Fund

NAV$14.31

Returns Overview

1 Month
-0.06%
3 Months
+14.50%
6 Months
+11.75%
YTD
+10.96%
1 Year
+22.59%
3 Years (annualized)
+18.21%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISPX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+7.64%
vs Peers
+3.32%

IISPX Mutual Fund Performance

IISPX performance across multiple time periods: 1-month -0.06%, YTD 10.96%, 1-year 22.59%, 3-year 18.21%, 5-year 9.48%, 10-year 11.53%.

IISPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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