IDXFX Mutual Fund

IDXFX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
-2.01%
3 Months
+0.84%
6 Months
+9.66%
YTD
+7.82%
1 Year
+10.41%
3 Years (annualized)
+13.73%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXFX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+7.09%
vs Peers
+0.73%

IDXFX Mutual Fund Performance

IDXFX performance across multiple time periods: 1-month -2.01%, YTD 7.82%, 1-year 10.41%, 3-year 13.73%, 5-year 6.14%, 10-year 8.36%.

IDXFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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