ISMOX Mutual Fund

ISMOX Mutual Fund

NAV$3.19
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Returns Overview

1 Month
-0.62%
3 Months
-5.21%
6 Months
+14.65%
YTD
+4.20%
1 Year
+0.64%
3 Years (annualized)
+10.61%
5 Years (annualized)
+2.56%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMOX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+6.72%
vs Peers
-2.53%

ISMOX Mutual Fund Performance

ISMOX performance across multiple time periods: 1-month -0.62%, YTD 4.20%, 1-year 0.64%, 3-year 10.61%, 5-year 2.56%, 10-year 10.63%.

ISMOX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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