IINCX Mutual Fund

IINCX Mutual Fund

NAV$24.22
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Returns Overview

1 Month
-2.17%
3 Months
-1.74%
6 Months
+15.53%
YTD
+6.79%
1 Year
+9.74%
3 Years (annualized)
+14.58%
5 Years (annualized)
+7.30%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IINCX 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
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📉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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+9.29%
vs Peers
-2.50%

IINCX Mutual Fund Performance

IINCX performance across multiple time periods: 1-month -2.17%, YTD 6.79%, 1-year 9.74%, 3-year 14.58%, 5-year 7.30%, 10-year 7.88%.

IINCX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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