ISNIX Mutual Fund

ISNIX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+0.33%
3 Months
-0.07%
6 Months
+1.99%
YTD
+5.71%
1 Year
+6.92%
3 Years (annualized)
+14.37%
5 Years (annualized)
+4.98%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+14.77%
vs Peers
-9.06%

ISNIX Mutual Fund Performance

ISNIX performance across multiple time periods: 1-month 0.33%, YTD 5.71%, 1-year 6.92%, 3-year 14.37%, 5-year 4.98%, 10-year 8.07%.

ISNIX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

ISNIX vs another fund shows side-by-side returns. ISNIX alternatives are available in the Mutual Fund Screener.