IIFTX Mutual Fund

IIFTX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
-1.99%
3 Months
-1.52%
6 Months
+4.76%
YTD
+3.10%
1 Year
+4.94%
3 Years (annualized)
+11.28%
5 Years (annualized)
+4.93%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+4.96%
vs Peers
-1.86%

IIFTX Mutual Fund Performance

IIFTX performance across multiple time periods: 1-month -1.99%, YTD 3.10%, 1-year 4.94%, 3-year 11.28%, 5-year 4.93%, 10-year 5.58%.

IIFTX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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