IISSX Mutual Fund

NAV$22.92

Returns Overview

1 Month
-0.12%
3 Months
+13.55%
6 Months
+11.39%
YTD
+10.68%
1 Year
+22.59%
3 Years (annualized)
+18.07%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISSX 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 Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.68%
Peer Avg (YTD)
+7.64%
vs Peers
+3.04%

IISSX Mutual Fund Performance

IISSX performance across multiple time periods: 1-month -0.12%, YTD 10.68%, 1-year 22.59%, 3-year 18.07%, 5-year 9.65%, 10-year 11.51%.

IISSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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