ISRIX Mutual Fund

ISRIX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
-1.66%
3 Months
-12.21%
6 Months
-0.34%
YTD
-3.10%
1 Year
+0.42%
3 Years (annualized)
+12.99%
5 Years (annualized)
+6.02%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISRIX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
+7.09%
vs Peers
-10.19%

ISRIX Mutual Fund Performance

ISRIX performance across multiple time periods: 1-month -1.66%, YTD -3.10%, 1-year 0.42%, 3-year 12.99%, 5-year 6.02%, 10-year 9.59%.

ISRIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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