IBNCX Mutual Fund

IBNCX Mutual Fund

NAV$26.34
See how much of IBNCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.35%
3 Months
-1.79%
6 Months
+8.71%
YTD
+4.53%
1 Year
+5.23%
3 Years (annualized)
+12.69%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.96%
vs Peers
-0.44%

IBNCX Mutual Fund Performance

IBNCX performance across multiple time periods: 1-month -1.35%, YTD 4.53%, 1-year 5.23%, 3-year 12.69%, 5-year 5.90%, 10-year 8.07%.

IBNCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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