ISPVX Mutual Fund

ISPVX Mutual Fund

NAV$24.25
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Returns Overview

1 Month
-3.78%
3 Months
-7.49%
6 Months
+11.20%
YTD
+11.48%
1 Year
+18.97%
3 Years (annualized)
+16.24%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISPVX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+6.72%
vs Peers
+4.76%

ISPVX Mutual Fund Performance

ISPVX performance across multiple time periods: 1-month -3.78%, YTD 11.48%, 1-year 18.97%, 3-year 16.24%, 5-year 8.43%, 10-year 10.22%.

ISPVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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