ISPDX Mutual Fund

ISPDX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-1.72%
3 Months
-0.46%
6 Months
-1.27%
YTD
-4.15%
1 Year
+13.48%
3 Years (annualized)
+21.24%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPDX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+7.10%
vs Peers
-11.25%

ISPDX Mutual Fund Performance

ISPDX performance across multiple time periods: 1-month -1.72%, YTD -4.15%, 1-year 13.48%, 3-year 21.24%, 5-year 10.45%, 10-year 11.62%.

ISPDX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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