INSIX Mutual Fund

INSIX Mutual Fund

NAV$31.99
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Returns Overview

1 Month
+1.53%
3 Months
+6.68%
6 Months
+42.71%
YTD
+24.91%
1 Year
+17.78%
3 Years (annualized)
+27.29%
5 Years (annualized)
+4.71%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSIX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+24.91%
Peer Avg (YTD)
+8.68%
vs Peers
+16.23%

INSIX Mutual Fund Performance

INSIX performance across multiple time periods: 1-month 1.53%, YTD 24.91%, 1-year 17.78%, 3-year 27.29%, 5-year 4.71%, 10-year 8.43%.

INSIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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