IBLLX Mutual Fund

IBLLX Mutual Fund

NAV$36.55
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Returns Overview

1 Month
-1.58%
3 Months
-0.31%
6 Months
+7.57%
YTD
+3.95%
1 Year
+5.68%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.76%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBLLX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+4.96%
vs Peers
-1.01%

IBLLX Mutual Fund Performance

IBLLX performance across multiple time periods: 1-month -1.58%, YTD 3.95%, 1-year 5.68%, 3-year 11.19%, 5-year 6.76%, 10-year 8.85%.

IBLLX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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