Returns Overview

1 Month
+6.46%
3 Months
+11.66%
6 Months
+14.52%
YTD
+5.32%
1 Year
+6.71%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ISMVX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+5.32%
Peer Avg (YTD)
+3.66%
vs Peers
+1.67%

ISMVX ETF Performance

ISMVX performance across multiple time periods: 1-month 6.46%, YTD 5.32%, 1-year 6.71%.

ISMVX returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this ETF.

ISMVX performance comparison shows side-by-side returns with another fund. ISMVX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.46%N/A
3 Months+11.66%N/A
6 Months+14.52%N/A
1 Year+6.71%N/A

All returns shown are total returns, not annualized