ISIVX Mutual Fund

ISIVX Mutual Fund

NAV$12.98
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Returns Overview

1 Month
-0.39%
3 Months
+45.02%
6 Months
+66.73%
YTD
+58.83%
1 Year
+63.06%
3 Years (annualized)
+34.99%
5 Years (annualized)
+20.03%
10 Years (annualized)
+19.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIVX 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)
+58.83%
Peer Avg (YTD)
+9.98%
vs Peers
+48.85%

ISIVX Mutual Fund Performance

ISIVX performance across multiple time periods: 1-month -0.39%, YTD 58.83%, 1-year 63.06%, 3-year 34.99%, 5-year 20.03%, 10-year 19.63%.

ISIVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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