ISIWX Mutual Fund

NAV$9.24

Returns Overview

1 Month
+0.17%
3 Months
+1.38%
6 Months
+1.16%
YTD
+1.16%
1 Year
+4.51%
3 Years (annualized)
+6.53%
5 Years (annualized)
+2.91%
10 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIWX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+3.23%
vs Peers
-2.07%

ISIWX Mutual Fund Performance

ISIWX performance across multiple time periods: 1-month 0.17%, YTD 1.16%, 1-year 4.51%, 3-year 6.53%, 5-year 2.91%, 10-year 3.70%.

ISIWX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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