IDMIX Mutual Fund

IDMIX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-2.54%
3 Months
-2.89%
6 Months
-1.51%
YTD
-2.01%
1 Year
-0.94%
3 Years (annualized)
+4.67%
5 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDMIX 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
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📉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 Intermediate Credit Index
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+0.50%
vs Peers
-2.51%

IDMIX Mutual Fund Performance

IDMIX performance across multiple time periods: 1-month -2.54%, YTD -2.01%, 1-year -0.94%, 3-year 4.67%, 5-year 0.73%.

IDMIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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