ISNGX Mutual Fund

ISNGX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
-1.98%
3 Months
+4.51%
6 Months
+14.19%
YTD
+11.96%
1 Year
+14.83%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNGX 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 Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+7.09%
vs Peers
+4.88%

ISNGX Mutual Fund Performance

ISNGX performance across multiple time periods: 1-month -1.98%, YTD 11.96%, 1-year 14.83%, 3-year 15.30%, 5-year 7.01%, 10-year 9.16%.

ISNGX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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