ISFYX Mutual Fund

ISFYX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
-1.98%
3 Months
-2.52%
6 Months
+2.70%
YTD
+1.68%
1 Year
+3.74%
3 Years (annualized)
+10.06%
5 Years (annualized)
+3.00%
10 Years (annualized)
+5.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISFYX 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)
+1.68%
Peer Avg (YTD)
+6.10%
vs Peers
-4.42%

ISFYX Mutual Fund Performance

ISFYX performance across multiple time periods: 1-month -1.98%, YTD 1.68%, 1-year 3.74%, 3-year 10.06%, 5-year 3.00%, 10-year 5.43%.

ISFYX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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