ISESX Mutual Fund

NAV$14.79

Returns Overview

1 Month
-0.07%
3 Months
+9.99%
6 Months
+8.46%
YTD
+7.99%
1 Year
+17.44%
3 Years (annualized)
+14.54%
5 Years (annualized)
+7.19%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISESX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+7.64%
vs Peers
+0.35%

ISESX Mutual Fund Performance

ISESX performance across multiple time periods: 1-month -0.07%, YTD 7.99%, 1-year 17.44%, 3-year 14.54%, 5-year 7.19%, 10-year 9.60%.

ISESX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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