INSIX Mutual Fund

NAV$27.76

Returns Overview

1 Month
+2.60%
3 Months
+33.78%
6 Months
+17.51%
YTD
+17.09%
1 Year
+21.27%
3 Years (annualized)
+23.84%
5 Years (annualized)
+3.56%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSIX 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)
+17.09%
Peer Avg (YTD)
+8.97%
vs Peers
+8.12%

INSIX Mutual Fund Performance

INSIX performance across multiple time periods: 1-month 2.60%, YTD 17.09%, 1-year 21.27%, 3-year 23.84%, 5-year 3.56%, 10-year 8.14%.

INSIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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