IDXRX Mutual Fund

IDXRX Mutual Fund

NAV$25.06
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Returns Overview

1 Month
-1.66%
3 Months
+4.95%
6 Months
+18.95%
YTD
+15.97%
1 Year
+19.98%
3 Years (annualized)
+20.37%
5 Years (annualized)
+10.38%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXRX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+15.97%
Peer Avg (YTD)
+7.09%
vs Peers
+8.88%

IDXRX Mutual Fund Performance

IDXRX performance across multiple time periods: 1-month -1.66%, YTD 15.97%, 1-year 19.98%, 3-year 20.37%, 5-year 10.38%, 10-year 11.73%.

IDXRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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