ISCIX Mutual Fund

ISCIX Mutual Fund

NAV$53.47
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Returns Overview

1 Month
-4.34%
3 Months
-0.37%
6 Months
+8.77%
YTD
+8.51%
1 Year
+9.20%
3 Years (annualized)
+19.38%
5 Years (annualized)
+5.74%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCIX 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)
+8.51%
Peer Avg (YTD)
+7.86%
vs Peers
+0.64%

ISCIX Mutual Fund Performance

ISCIX performance across multiple time periods: 1-month -4.34%, YTD 8.51%, 1-year 9.20%, 3-year 19.38%, 5-year 5.74%, 10-year 11.33%.

ISCIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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