ISOPX Mutual Fund

ISOPX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
-1.23%
3 Months
-4.79%
6 Months
-2.66%
YTD
+8.20%
1 Year
+9.49%
3 Years (annualized)
+20.81%
5 Years (annualized)
+5.91%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISOPX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+14.00%
vs Peers
-5.80%

ISOPX Mutual Fund Performance

ISOPX performance across multiple time periods: 1-month -1.23%, YTD 8.20%, 1-year 9.49%, 3-year 20.81%, 5-year 5.91%, 10-year 9.04%.

ISOPX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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