ISIPX Mutual Fund

NAV$13.22

Returns Overview

1 Month
-0.99%
3 Months
+15.05%
6 Months
+9.85%
YTD
+9.63%
1 Year
+21.49%
3 Years (annualized)
+19.81%
5 Years (annualized)
+14.69%
10 Years (annualized)
+15.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.63%
Peer Avg (YTD)
+9.51%
vs Peers
+0.12%

ISIPX Mutual Fund Performance

ISIPX performance across multiple time periods: 1-month -0.99%, YTD 9.63%, 1-year 21.49%, 3-year 19.81%, 5-year 14.69%, 10-year 15.77%.

ISIPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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