INSCX Mutual Fund

NAV$24.83

Returns Overview

1 Month
+2.45%
3 Months
+33.42%
6 Months
+16.88%
YTD
+16.47%
1 Year
+20.03%
3 Years (annualized)
+22.60%
5 Years (annualized)
+2.53%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.47%
Peer Avg (YTD)
+8.97%
vs Peers
+7.50%

INSCX Mutual Fund Performance

INSCX performance across multiple time periods: 1-month 2.45%, YTD 16.47%, 1-year 20.03%, 3-year 22.60%, 5-year 2.53%, 10-year 7.06%.

INSCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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