IISTX Mutual Fund

IISTX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
-1.69%
3 Months
-6.47%
6 Months
+6.20%
YTD
+3.46%
1 Year
+7.07%
3 Years (annualized)
+16.50%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IISTX 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)
+3.46%
Peer Avg (YTD)
+7.09%
vs Peers
-3.62%

IISTX Mutual Fund Performance

IISTX performance across multiple time periods: 1-month -1.69%, YTD 3.46%, 1-year 7.07%, 3-year 16.50%, 5-year 9.33%, 10-year 10.91%.

IISTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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