IIXIX Mutual Fund

IIXIX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
-0.47%
3 Months
+0.02%
6 Months
+1.38%
YTD
+1.46%
1 Year
+2.85%
3 Years (annualized)
+5.82%
5 Years (annualized)
+2.93%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIXIX 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
PROUpgrade to run
🏦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)
+1.46%
Peer Avg (YTD)
+0.50%
vs Peers
+0.96%

IIXIX Mutual Fund Performance

IIXIX performance across multiple time periods: 1-month -0.47%, YTD 1.46%, 1-year 2.85%, 3-year 5.82%, 5-year 2.93%, 10-year 3.60%.

IIXIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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