ISFCX Mutual Fund

ISFCX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
-2.07%
3 Months
-2.76%
6 Months
+2.27%
YTD
+0.97%
1 Year
+2.75%
3 Years (annualized)
+9.04%
5 Years (annualized)
+2.03%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFCX 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)
+0.97%
Peer Avg (YTD)
+6.10%
vs Peers
-5.13%

ISFCX Mutual Fund Performance

ISFCX performance across multiple time periods: 1-month -2.07%, YTD 0.97%, 1-year 2.75%, 3-year 9.04%, 5-year 2.03%, 10-year 4.41%.

ISFCX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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