ISCAX Mutual Fund

ISCAX Mutual Fund

NAV$51.58
See how much of ISCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.35%
3 Months
-0.42%
6 Months
+8.64%
YTD
+7.49%
1 Year
+8.96%
3 Years (annualized)
+19.09%
5 Years (annualized)
+5.48%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.49%
Peer Avg (YTD)
+7.86%
vs Peers
-0.37%

ISCAX Mutual Fund Performance

ISCAX performance across multiple time periods: 1-month -4.35%, YTD 7.49%, 1-year 8.96%, 3-year 19.09%, 5-year 5.48%, 10-year 11.10%.

ISCAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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