ISKIX Mutual Fund

NAV$11.07

Returns Overview

1 Month
-0.45%
3 Months
+1.00%
6 Months
+2.50%
YTD
+3.75%
1 Year
+10.72%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.12%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISKIX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+7.64%
vs Peers
-3.89%

ISKIX Mutual Fund Performance

ISKIX performance across multiple time periods: 1-month -0.45%, YTD 3.75%, 1-year 10.72%, 3-year 9.50%, 5-year 4.12%, 10-year 5.49%.

ISKIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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