ISVLX Mutual Fund

NAV$16.76

Returns Overview

1 Month
-0.18%
3 Months
+12.58%
6 Months
+10.51%
YTD
+9.86%
1 Year
+21.13%
3 Years (annualized)
+17.16%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISVLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+7.64%
vs Peers
+2.22%

ISVLX Mutual Fund Performance

ISVLX performance across multiple time periods: 1-month -0.18%, YTD 9.86%, 1-year 21.13%, 3-year 17.16%, 5-year 9.07%, 10-year 11.10%.

ISVLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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