INSAX Mutual Fund

INSAX Mutual Fund

NAV$31.03
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Returns Overview

1 Month
+1.51%
3 Months
+6.64%
6 Months
+42.57%
YTD
+24.68%
1 Year
+17.50%
3 Years (annualized)
+27.00%
5 Years (annualized)
+4.45%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+24.68%
Peer Avg (YTD)
+8.68%
vs Peers
+16.00%

INSAX Mutual Fund Performance

INSAX performance across multiple time periods: 1-month 1.51%, YTD 24.68%, 1-year 17.50%, 3-year 27.00%, 5-year 4.45%, 10-year 8.15%.

INSAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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