INEAX Mutual Fund

INEAX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
-2.94%
3 Months
-2.33%
6 Months
-0.21%
YTD
-0.46%
1 Year
+0.72%
3 Years (annualized)
+7.72%
5 Years (annualized)
+3.56%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INEAX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
+0.50%
vs Peers
-0.96%

INEAX Mutual Fund Performance

INEAX performance across multiple time periods: 1-month -2.94%, YTD -0.46%, 1-year 0.72%, 3-year 7.72%, 5-year 3.56%, 10-year 4.55%.

INEAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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