IISTX Mutual Fund

NAV$22.46

Returns Overview

1 Month
-0.13%
3 Months
+13.55%
6 Months
+11.36%
YTD
+10.63%
1 Year
+22.49%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.50%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISTX 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)
+10.63%
Peer Avg (YTD)
+7.64%
vs Peers
+2.99%

IISTX Mutual Fund Performance

IISTX performance across multiple time periods: 1-month -0.13%, YTD 10.63%, 1-year 22.49%, 3-year 17.89%, 5-year 9.50%, 10-year 11.34%.

IISTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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