ISRIX Mutual Fund

NAV$12.04

Returns Overview

1 Month
-0.07%
3 Months
+13.53%
6 Months
+11.01%
YTD
+10.38%
1 Year
+21.43%
3 Years (annualized)
+17.54%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISRIX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+7.64%
vs Peers
+2.74%

ISRIX Mutual Fund Performance

ISRIX performance across multiple time periods: 1-month -0.07%, YTD 10.38%, 1-year 21.43%, 3-year 17.54%, 5-year 9.11%, 10-year 11.28%.

ISRIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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