IISNX Mutual Fund

IISNX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
-1.67%
3 Months
+0.41%
6 Months
+6.35%
YTD
+3.75%
1 Year
+15.32%
3 Years (annualized)
+16.31%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISNX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+3.75%
Peer Avg (YTD)
+7.10%
vs Peers
-3.35%

IISNX Mutual Fund Performance

IISNX performance across multiple time periods: 1-month -1.67%, YTD 3.75%, 1-year 15.32%, 3-year 16.31%, 5-year 8.23%, 10-year 10.82%.

IISNX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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