ISMSX Mutual Fund

NAV$10.73

Returns Overview

1 Month
+4.40%
3 Months
+10.63%
6 Months
+13.79%
YTD
+12.87%
1 Year
+19.71%
3 Years (annualized)
+9.52%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMSX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.87%
Peer Avg (YTD)
+10.82%
vs Peers
+2.05%

ISMSX Mutual Fund Performance

ISMSX performance across multiple time periods: 1-month 4.40%, YTD 12.87%, 1-year 19.71%, 3-year 9.52%, 5-year 6.23%, 10-year 9.12%.

ISMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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