ISIPX Mutual Fund

ISIPX Mutual Fund

NAV$13.59
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Returns Overview

1 Month
-0.37%
3 Months
+2.14%
6 Months
+17.51%
YTD
+11.97%
1 Year
+15.00%
3 Years (annualized)
+20.22%
5 Years (annualized)
+12.02%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+9.98%
vs Peers
+1.99%

ISIPX Mutual Fund Performance

ISIPX performance across multiple time periods: 1-month -0.37%, YTD 11.97%, 1-year 15.00%, 3-year 20.22%, 5-year 12.02%, 10-year 14.60%.

ISIPX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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