IDXHX Mutual Fund

IDXHX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
-2.00%
3 Months
-1.07%
6 Months
+7.41%
YTD
+5.72%
1 Year
+8.30%
3 Years (annualized)
+13.21%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXHX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+7.09%
vs Peers
-1.36%

IDXHX Mutual Fund Performance

IDXHX performance across multiple time periods: 1-month -2.00%, YTD 5.72%, 1-year 8.30%, 3-year 13.21%, 5-year 5.96%, 10-year 8.39%.

IDXHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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