IISBX Mutual Fund

IISBX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-0.82%
3 Months
-0.39%
6 Months
+0.29%
YTD
+0.41%
1 Year
+1.75%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.25%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISBX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+0.50%
vs Peers
-0.09%

IISBX Mutual Fund Performance

IISBX performance across multiple time periods: 1-month -0.82%, YTD 0.41%, 1-year 1.75%, 3-year 4.81%, 5-year 2.25%, 10-year 2.29%.

IISBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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