ISCCX Mutual Fund

NAV$33.17

Returns Overview

1 Month
-1.71%
3 Months
-0.45%
6 Months
-1.01%
YTD
+5.19%
1 Year
+12.87%
3 Years (annualized)
+16.34%
5 Years (annualized)
+7.07%
10 Years (annualized)
+14.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCCX 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

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)
+5.19%
Peer Avg (YTD)
+9.16%
vs Peers
-3.97%

ISCCX Mutual Fund Performance

ISCCX performance across multiple time periods: 1-month -1.71%, YTD 5.19%, 1-year 12.87%, 3-year 16.34%, 5-year 7.07%, 10-year 14.93%.

ISCCX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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