ISNFX Mutual Fund

NAV$15.34

Returns Overview

3 Months
+9.15%
6 Months
+7.26%
YTD
+6.91%
1 Year
+14.38%
3 Years (annualized)
+12.38%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNFX 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 Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+7.64%
vs Peers
-0.73%

ISNFX Mutual Fund Performance

ISNFX performance across multiple time periods: YTD 6.91%, 1-year 14.38%, 3-year 12.38%, 5-year 5.65%, 10-year 8.28%.

ISNFX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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