ISNNX Mutual Fund

NAV$18.81

Returns Overview

3 Months
+12.22%
6 Months
+9.95%
YTD
+9.32%
1 Year
+19.21%
3 Years (annualized)
+15.90%
5 Years (annualized)
+7.92%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNNX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.32%
Peer Avg (YTD)
+7.64%
vs Peers
+1.68%

ISNNX Mutual Fund Performance

ISNNX performance across multiple time periods: YTD 9.32%, 1-year 19.21%, 3-year 15.90%, 5-year 7.92%, 10-year 10.35%.

ISNNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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