ISNPX Mutual Fund

ISNPX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
-1.73%
3 Months
-0.38%
6 Months
+13.67%
YTD
+10.17%
1 Year
+14.13%
3 Years (annualized)
+17.87%
5 Years (annualized)
+8.56%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISNPX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+7.09%
vs Peers
+3.08%

ISNPX Mutual Fund Performance

ISNPX performance across multiple time periods: 1-month -1.73%, YTD 10.17%, 1-year 14.13%, 3-year 17.87%, 5-year 8.56%, 10-year 10.63%.

ISNPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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