ISNMX Mutual Fund

ISNMX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-0.46%
3 Months
-0.24%
6 Months
+11.17%
YTD
+8.62%
1 Year
+9.79%
3 Years (annualized)
+18.15%
5 Years (annualized)
+7.16%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+6.71%
vs Peers
+1.91%

ISNMX Mutual Fund Performance

ISNMX performance across multiple time periods: 1-month -0.46%, YTD 8.62%, 1-year 9.79%, 3-year 18.15%, 5-year 7.16%, 10-year 11.00%.

ISNMX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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