IDXGX Mutual Fund

IDXGX Mutual Fund

NAV$19.02
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Returns Overview

1 Month
-1.97%
3 Months
+0.91%
6 Months
+9.86%
YTD
+8.15%
1 Year
+10.88%
3 Years (annualized)
+14.28%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXGX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+7.09%
vs Peers
+1.07%

IDXGX Mutual Fund Performance

IDXGX performance across multiple time periods: 1-month -1.97%, YTD 8.15%, 1-year 10.88%, 3-year 14.28%, 5-year 6.66%, 10-year 8.89%.

IDXGX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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