IIXAX Mutual Fund

IIXAX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-0.50%
3 Months
-0.05%
6 Months
+1.25%
YTD
+1.27%
1 Year
+2.70%
3 Years (annualized)
+5.56%
5 Years (annualized)
+2.68%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIXAX 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 Government/Credit 1-3 Year Total Return Index
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+0.50%
vs Peers
+0.77%

IIXAX Mutual Fund Performance

IIXAX performance across multiple time periods: 1-month -0.50%, YTD 1.27%, 1-year 2.70%, 3-year 5.56%, 5-year 2.68%, 10-year 3.32%.

IIXAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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