ISCTX Mutual Fund

ISCTX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
-5.38%
3 Months
-13.41%
6 Months
+13.53%
YTD
+7.56%
1 Year
+14.95%
3 Years (annualized)
+18.14%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISCTX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+10.34%
vs Peers
-2.78%

ISCTX Mutual Fund Performance

ISCTX performance across multiple time periods: 1-month -5.38%, YTD 7.56%, 1-year 14.95%, 3-year 18.14%, 5-year 7.29%, 10-year 8.16%.

ISCTX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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