IDXPX Mutual Fund

IDXPX Mutual Fund

NAV$24.21
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Returns Overview

1 Month
-1.68%
3 Months
+0.20%
6 Months
+13.58%
YTD
+10.63%
1 Year
+14.39%
3 Years (annualized)
+18.26%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXPX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+7.09%
vs Peers
+3.55%

IDXPX Mutual Fund Performance

IDXPX performance across multiple time periods: 1-month -1.68%, YTD 10.63%, 1-year 14.39%, 3-year 18.26%, 5-year 9.11%, 10-year 10.95%.

IDXPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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