ISFIX Mutual Fund

ISFIX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-1.11%
3 Months
+1.05%
6 Months
+6.71%
YTD
+10.79%
1 Year
+10.85%
3 Years (annualized)
+21.79%
5 Years (annualized)
+11.80%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+5.14%
vs Peers
+5.65%

ISFIX Mutual Fund Performance

ISFIX performance across multiple time periods: 1-month -1.11%, YTD 10.79%, 1-year 10.85%, 3-year 21.79%, 5-year 11.80%, 10-year 14.60%.

ISFIX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

ISFIX vs another fund shows side-by-side returns. ISFIX alternatives are available in the Mutual Fund Screener.