ISCAX Mutual Fund

NAV$51.28

Returns Overview

1 Month
-3.59%
3 Months
+9.10%
6 Months
+8.78%
YTD
+7.95%
1 Year
+13.71%
3 Years (annualized)
+17.23%
5 Years (annualized)
+5.88%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCAX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+9.16%
vs Peers
-1.21%

ISCAX Mutual Fund Performance

ISCAX performance across multiple time periods: 1-month -3.59%, YTD 7.95%, 1-year 13.71%, 3-year 17.23%, 5-year 5.88%, 10-year 11.31%.

ISCAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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