ISCCX Mutual Fund

ISCCX Mutual Fund

NAV$33.73
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Returns Overview

1 Month
-4.42%
3 Months
-0.61%
6 Months
+8.22%
YTD
+6.89%
1 Year
+8.13%
3 Years (annualized)
+18.21%
5 Years (annualized)
+4.69%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCCX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+7.86%
vs Peers
-0.97%

ISCCX Mutual Fund Performance

ISCCX performance across multiple time periods: 1-month -4.42%, YTD 6.89%, 1-year 8.13%, 3-year 18.21%, 5-year 4.69%, 10-year 9.66%.

ISCCX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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