IFAIX Mutual Fund

IFAIX Mutual Fund

NAV$24.63
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Returns Overview

1 Month
-2.71%
3 Months
-2.78%
6 Months
+2.10%
YTD
+1.23%
1 Year
+2.88%
3 Years (annualized)
+8.68%
5 Years (annualized)
+2.72%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAIX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+2.46%
vs Peers
-1.23%

IFAIX Mutual Fund Performance

IFAIX performance across multiple time periods: 1-month -2.71%, YTD 1.23%, 1-year 2.88%, 3-year 8.68%, 5-year 2.72%, 10-year 4.61%.

IFAIX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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