IISSX Mutual Fund

IISSX Mutual Fund

NAV$22.72
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Returns Overview

1 Month
-1.66%
3 Months
+0.34%
6 Months
+6.23%
YTD
+3.54%
1 Year
+14.96%
3 Years (annualized)
+20.75%
5 Years (annualized)
+10.58%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISSX 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)
+3.54%
Peer Avg (YTD)
+7.10%
vs Peers
-3.56%

IISSX Mutual Fund Performance

IISSX performance across multiple time periods: 1-month -1.66%, YTD 3.54%, 1-year 14.96%, 3-year 20.75%, 5-year 10.58%, 10-year 11.87%.

IISSX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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