IFACX Mutual Fund

IFACX Mutual Fund

NAV$26.81
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Returns Overview

1 Month
-4.45%
3 Months
-0.99%
6 Months
+1.84%
YTD
+3.97%
1 Year
+7.15%
3 Years (annualized)
+13.91%
5 Years (annualized)
+7.65%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFACX 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 500 Index(SPX)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+6.10%
vs Peers
-2.13%

IFACX Mutual Fund Performance

IFACX performance across multiple time periods: 1-month -4.45%, YTD 3.97%, 1-year 7.15%, 3-year 13.91%, 5-year 7.65%, 10-year 7.90%.

IFACX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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