ISIRX Mutual Fund

ISIRX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-2.47%
3 Months
-2.40%
6 Months
-1.28%
YTD
-1.63%
1 Year
-0.56%
3 Years (annualized)
+5.53%
5 Years (annualized)
+2.40%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIRX 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
PROUpgrade to run
🏦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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.63%
Peer Avg (YTD)
+0.50%
vs Peers
-2.13%

ISIRX Mutual Fund Performance

ISIRX performance across multiple time periods: 1-month -2.47%, YTD -1.63%, 1-year -0.56%, 3-year 5.53%, 5-year 2.40%, 10-year 2.96%.

ISIRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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