ISBAX Mutual Fund

NAV$15.32

Returns Overview

1 Month
-1.01%
3 Months
+15.11%
6 Months
+8.49%
YTD
+8.28%
1 Year
+19.56%
3 Years (annualized)
+18.42%
5 Years (annualized)
+11.66%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISBAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+8.97%
vs Peers
-0.69%

ISBAX Mutual Fund Performance

ISBAX performance across multiple time periods: 1-month -1.01%, YTD 8.28%, 1-year 19.56%, 3-year 18.42%, 5-year 11.66%, 10-year 14.52%.

ISBAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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