INGIX Mutual Fund

INGIX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
-0.41%
3 Months
+2.19%
6 Months
+63.58%
YTD
+55.99%
1 Year
+15.35%
3 Years (annualized)
+34.75%
5 Years (annualized)
+20.15%
10 Years (annualized)
+20.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+55.99%
Peer Avg (YTD)
+9.91%
vs Peers
+46.08%

INGIX Mutual Fund Performance

INGIX performance across multiple time periods: 1-month -0.41%, YTD 55.99%, 1-year 15.35%, 3-year 34.75%, 5-year 20.15%, 10-year 20.59%.

INGIX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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