ISSPX Mutual Fund

ISSPX Mutual Fund

NAV$13.31
See how much of ISSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
-0.34%
6 Months
-8.14%
YTD
+10.14%
1 Year
+11.54%
3 Years (annualized)
+20.11%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISSPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+6.71%
vs Peers
+3.43%

ISSPX Mutual Fund Performance

ISSPX performance across multiple time periods: 1-month -1.04%, YTD 10.14%, 1-year 11.54%, 3-year 20.11%, 5-year 8.22%, 10-year 10.85%.

ISSPX returns outperform the peer average of 6.71% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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