ISWAX Mutual Fund

ISWAX Mutual Fund

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Returns Overview

1 Month
-2.15%
3 Months
-2.13%
6 Months
+3.41%
YTD
+2.08%
1 Year
+3.89%
3 Years (annualized)
+8.60%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISWAX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+7.09%
vs Peers
-5.01%

ISWAX Mutual Fund Performance

ISWAX performance across multiple time periods: 1-month -2.15%, YTD 2.08%, 1-year 3.89%, 3-year 8.60%, 5-year 2.85%, 10-year 4.87%.

ISWAX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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