ISFAX Mutual Fund

ISFAX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-1.99%
3 Months
-2.56%
6 Months
+2.67%
YTD
+1.54%
1 Year
+3.52%
3 Years (annualized)
+9.81%
5 Years (annualized)
+2.72%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+6.10%
vs Peers
-4.56%

ISFAX Mutual Fund Performance

ISFAX performance across multiple time periods: 1-month -1.99%, YTD 1.54%, 1-year 3.52%, 3-year 9.81%, 5-year 2.72%, 10-year 5.15%.

ISFAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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