ISWIX Mutual Fund

NAV$11.52

Returns Overview

3 Months
+5.74%
6 Months
+4.80%
YTD
+4.52%
1 Year
+10.08%
3 Years (annualized)
+9.09%
5 Years (annualized)
+3.68%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISWIX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+7.64%
vs Peers
-3.12%

ISWIX Mutual Fund Performance

ISWIX performance across multiple time periods: YTD 4.52%, 1-year 10.08%, 3-year 9.09%, 5-year 3.68%, 10-year 5.55%.

ISWIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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