ISVLX Mutual Fund

ISVLX Mutual Fund

NAV$15.72
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Returns Overview

1 Month
-1.69%
3 Months
-6.48%
6 Months
+5.29%
YTD
+2.74%
1 Year
+6.14%
3 Years (annualized)
+15.15%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISVLX 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)
+2.74%
Peer Avg (YTD)
+7.09%
vs Peers
-4.34%

ISVLX Mutual Fund Performance

ISVLX performance across multiple time periods: 1-month -1.69%, YTD 2.74%, 1-year 6.14%, 3-year 15.15%, 5-year 7.39%, 10-year 10.14%.

ISVLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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