IIIIX Mutual Fund

IIIIX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-3.43%
3 Months
-0.20%
6 Months
+8.60%
YTD
+8.45%
1 Year
+14.52%
3 Years (annualized)
+17.81%
5 Years (annualized)
+8.92%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIIX 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 Index(MEAFE)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.29%
vs Peers
-0.84%

IIIIX Mutual Fund Performance

IIIIX performance across multiple time periods: 1-month -3.43%, YTD 8.45%, 1-year 14.52%, 3-year 17.81%, 5-year 8.92%, 10-year 9.16%.

IIIIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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