ISQIX Mutual Fund

NAV$11.54

Returns Overview

3 Months
+10.64%
6 Months
+8.76%
YTD
+8.21%
1 Year
+17.27%
3 Years (annualized)
+14.66%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISQIX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+7.64%
vs Peers
+0.57%

ISQIX Mutual Fund Performance

ISQIX performance across multiple time periods: YTD 8.21%, 1-year 17.27%, 3-year 14.66%, 5-year 7.27%, 10-year 9.75%.

ISQIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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