ISSPX Mutual Fund

ISSPX Mutual Fund

NAV$13.62
See how much of ISSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.68%
3 Months
-0.28%
6 Months
+1.51%
YTD
-1.68%
1 Year
+14.67%
3 Years (annualized)
+21.70%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISSPX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+7.10%
vs Peers
-8.78%

ISSPX Mutual Fund Performance

ISSPX performance across multiple time periods: 1-month -1.68%, YTD -1.68%, 1-year 14.67%, 3-year 21.70%, 5-year 10.76%, 10-year 11.92%.

ISSPX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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