ISMVX Mutual Fund

ISMVX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-5.68%
3 Months
-7.05%
6 Months
+9.79%
YTD
+13.49%
1 Year
+18.66%
3 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISMVX 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

This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+10.34%
vs Peers
+3.14%

ISMVX Mutual Fund Performance

ISMVX performance across multiple time periods: 1-month -5.68%, YTD 13.49%, 1-year 18.66%, 3-year 11.26%.

ISMVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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