IFTIX Mutual Fund

IFTIX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-2.89%
3 Months
+4.27%
6 Months
+7.51%
YTD
+37.74%
1 Year
+17.46%
3 Years (annualized)
+30.85%
5 Years (annualized)
+17.20%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTIX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+37.74%
Peer Avg (YTD)
+9.88%
vs Peers
+27.86%

IFTIX Mutual Fund Performance

IFTIX performance across multiple time periods: 1-month -2.89%, YTD 37.74%, 1-year 17.46%, 3-year 30.85%, 5-year 17.20%, 10-year 11.66%.

IFTIX returns outperform the peer average of 9.88% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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