IDXMX Mutual Fund

IDXMX Mutual Fund

NAV$23.04
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Returns Overview

1 Month
-1.85%
3 Months
+3.02%
6 Months
+14.95%
YTD
+12.51%
1 Year
+16.08%
3 Years (annualized)
+17.98%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXMX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+7.09%
vs Peers
+5.43%

IDXMX Mutual Fund Performance

IDXMX performance across multiple time periods: 1-month -1.85%, YTD 12.51%, 1-year 16.08%, 3-year 17.98%, 5-year 8.87%, 10-year 10.79%.

IDXMX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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