INSLX Mutual Fund

INSLX Mutual Fund

NAV$38.83
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Returns Overview

1 Month
-3.69%
3 Months
+6.04%
6 Months
+11.02%
YTD
+6.10%
1 Year
+6.49%
3 Years (annualized)
+8.56%
5 Years (annualized)
-1.73%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INSLX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+7.86%
vs Peers
-1.76%

INSLX Mutual Fund Performance

INSLX performance across multiple time periods: 1-month -3.69%, YTD 6.10%, 1-year 6.49%, 3-year 8.56%, 5-year -1.73%, 10-year 6.98%.

INSLX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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