ISNKX Mutual Fund

ISNKX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-1.88%
3 Months
-0.86%
6 Months
+11.15%
YTD
+8.25%
1 Year
+11.81%
3 Years (annualized)
+16.04%
5 Years (annualized)
+7.44%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNKX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+7.09%
vs Peers
+1.17%

ISNKX Mutual Fund Performance

ISNKX performance across multiple time periods: 1-month -1.88%, YTD 8.25%, 1-year 11.81%, 3-year 16.04%, 5-year 7.44%, 10-year 9.94%.

ISNKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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