IDXIX Mutual Fund

IDXIX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
-1.98%
3 Months
+0.83%
6 Months
+9.65%
YTD
+7.89%
1 Year
+10.51%
3 Years (annualized)
+13.83%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXIX 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)
+7.89%
Peer Avg (YTD)
+7.09%
vs Peers
+0.81%

IDXIX Mutual Fund Performance

IDXIX performance across multiple time periods: 1-month -1.98%, YTD 7.89%, 1-year 10.51%, 3-year 13.83%, 5-year 6.24%, 10-year 8.46%.

IDXIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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